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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 | $58,234-59.1% | $81,783-70.9% | $80,874-70.6% |
| Participation rate | 36.0% | 63.4%-27.4pp | 72.4%-36.4pp | 67.6%-31.6pp |
| Annual return | 8.09% | 41.70%-33.6pp | 775.05%-767.0pp | 35.62%-27.5pp |
| Employer contribution / active EE | $1,007 | $2,341-57.0% | $2,913-65.4% | $2,756-63.4% |
| Participant deferral / active EE | $1,297 | $3,283-60.5% | $4,320-70.0% | $4,297-69.8% |
| Admin fee / account holder | $1,225 | $4,982-75.4% | $7,380-83.4% | $6,935-82.3% |