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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 | $22,869 | $81,504-71.9% | $102,437-77.7% | $80,959-71.8% |
| Participation rate | 40.0% | 66.9%-26.9pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 5.99% | 25.60%-19.6pp | 24.95%-19.0pp | 35.67%-29.7pp |
| Employer contribution / active EE | $1,074 | $3,104-65.4% | $3,871-72.3% | $2,757-61.1% |
| Participant deferral / active EE | $1,685 | $3,871-56.5% | $5,060-66.7% | $4,300-60.8% |
| Admin fee / account holder | $24,300 | $6,719+261.6% | $8,388+189.7% | $6,925+250.9% |