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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 | $21,560 | $110,337-80.5% | $102,383-78.9% | $145,877-85.2% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 8.89% | 24.83%-15.9pp | 24.94%-16.0pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,526 | $4,216-63.8% | $3,870-60.6% | $4,663-67.3% |
| Participant deferral / active EE | $3,891 | $5,621-30.8% | $5,060-23.1% | $6,691-41.8% |
| Admin fee / account holder | $1,712 | $9,750-82.4% | $8,391-79.6% | $13,402-87.2% |