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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 | $22,928 | $84,236-72.8% | $170,435-86.5% | $70,126-67.3% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 10.91% | 23.06%-12.2pp | 205.94%-195.0pp | 73.15%-62.2pp |
| Employer contribution / active EE | $1,527 | $3,387-54.9% | $5,432-71.9% | $2,343-34.8% |
| Participant deferral / active EE | $2,343 | $3,086-24.1% | $4,939-52.6% | $3,332-29.7% |
| Admin fee / account holder | $426 | $5,698-92.5% | $13,881-96.9% | $4,645-90.8% |