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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 | $23,246 | $53,128-56.2% | $86,582-73.2% | $70,126-66.9% |
| Participation rate | 61.5% | 65.3%-3.8pp | 73.5%-12.0pp | 69.5%-8.0pp |
| Annual return | 11.13% | 27.66%-16.5pp | 965.08%-954.0pp | 73.15%-62.0pp |
| Employer contribution / active EE | $1,212 | $2,068-41.4% | $2,839-57.3% | $2,343-48.3% |
| Participant deferral / active EE | $2,158 | $2,695-19.9% | $3,609-40.2% | $3,332-35.2% |
| Admin fee / account holder | $7,963 | $3,584+122.2% | $4,904+62.4% | $4,645+71.4% |