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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 | $23,814 | $58,311-59.2% | $81,882-70.9% | $80,959-70.6% |
| Participation rate | 36.0% | 63.5%-27.5pp | 72.4%-36.4pp | 67.7%-31.7pp |
| Annual return | 8.09% | 41.85%-33.8pp | 779.47%-771.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $1,007 | $2,347-57.1% | $2,916-65.5% | $2,757-63.5% |
| Participant deferral / active EE | $1,297 | $3,287-60.6% | $4,323-70.0% | $4,300-69.8% |
| Admin fee / account holder | $1,225 | $4,752-74.2% | $7,360-83.4% | $6,925-82.3% |