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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 | $20,315 | $85,171-76.1% | $172,753-88.2% | $72,976-72.2% |
| Participation rate | 42.6% | 70.1%-27.5pp | 82.6%-40.1pp | 69.5%-26.9pp |
| Annual return | 3.72% | 27.32%-23.6pp | 803.00%-799.3pp | 81.02%-77.3pp |
| Employer contribution / active EE | $1,081 | $3,324-67.5% | $5,144-79.0% | $2,440-55.7% |
| Participant deferral / active EE | $960 | $3,260-70.6% | $5,198-81.5% | $3,608-73.4% |
| Admin fee / account holder | $2,041 | $5,880-65.3% | $13,956-85.4% | $5,124-60.2% |