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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 | $21,715 | $85,171-74.5% | $172,753-87.4% | $72,976-70.2% |
| Participation rate | 61.7% | 70.1%-8.4pp | 82.6%-21.0pp | 69.5%-7.8pp |
| Annual return | 14.38% | 27.32%-12.9pp | 803.00%-788.6pp | 81.02%-66.6pp |
| Employer contribution / active EE | $1,416 | $3,324-57.4% | $5,144-72.5% | $2,440-42.0% |
| Participant deferral / active EE | $1,704 | $3,260-47.7% | $5,198-67.2% | $3,608-52.8% |
| Admin fee / account holder | $7,327 | $5,880+24.6% | $13,956-47.5% | $5,124+43.0% |