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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 | $20,404 | $103,038-80.2% | $90,324-77.4% | $152,909-86.7% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.5%-25.3pp |
| Annual return | 9.70% | 95.25%-85.6pp | 78.15%-68.5pp | 345.46%-335.8pp |
| Employer contribution / active EE | $1,092 | $3,141-65.2% | $2,856-61.7% | $4,764-77.1% |
| Participant deferral / active EE | $2,257 | $4,282-47.3% | $3,885-41.9% | $5,851-61.4% |
| Admin fee / account holder | $9,972 | $6,177+61.4% | $5,356+86.2% | $11,601-14.0% |