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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 | $117,829-78.7% | $102,423-75.5% | $145,877-82.8% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 3.14% | 31.83%-28.7pp | 29.42%-26.3pp | 551.28%-548.1pp |
| Employer contribution / active EE | $2,000 | $3,615-44.7% | $3,023-33.8% | $4,663-57.1% |
| Participant deferral / active EE | $2,329 | $5,732-59.4% | $5,054-53.9% | $6,691-65.2% |
| Admin fee / account holder | $2,923 | $13,335-78.1% | $9,455-69.1% | $13,402-78.2% |