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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 | $24,567 | $114,013-78.5% | $103,693-76.3% | $155,188-84.2% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.1pp | 80.8%-19.3pp |
| Annual return | 4.47% | 49.31%-44.8pp | 47.61%-43.1pp | 148.84%-144.4pp |
| Employer contribution / active EE | $1,451 | $3,131-53.7% | $2,920-50.3% | $4,248-65.8% |
| Participant deferral / active EE | $1,841 | $4,970-63.0% | $4,579-59.8% | $6,531-71.8% |
| Admin fee / account holder | $6,991 | $8,407-16.8% | $7,858-11.0% | $14,480-51.7% |