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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,653 | $100,073-72.4% | $85,126-67.5% | $145,877-81.0% |
| Participation rate | 61.5% | 74.1%-12.6pp | 67.5%-6.0pp | 80.3%-18.8pp |
| Annual return | 3.62% | 84.11%-80.5pp | 66.63%-63.0pp | 551.28%-547.7pp |
| Employer contribution / active EE | $1,548 | $3,236-52.2% | $2,731-43.3% | $4,663-66.8% |
| Participant deferral / active EE | $3,232 | $5,294-39.0% | $4,523-28.6% | $6,691-51.7% |
| Admin fee / account holder | $6,454 | $7,261-11.1% | $6,160+4.8% | $13,402-51.8% |