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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 | $25,072 | $117,895-78.7% | $102,460-75.5% | $145,897-82.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 3.14% | 31.92%-28.8pp | 29.47%-26.3pp | 552.29%-549.2pp |
| Employer contribution / active EE | $2,000 | $3,619-44.7% | $3,025-33.9% | $4,663-57.1% |
| Participant deferral / active EE | $2,329 | $5,736-59.4% | $5,056-53.9% | $6,689-65.2% |
| Admin fee / account holder | $2,923 | $13,353-78.1% | $9,460-69.1% | $13,390-78.2% |