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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 | $27,394 | $58,275-53.0% | $81,844-66.5% | $80,935-66.2% |
| Participation rate | 57.1% | 63.5%-6.3pp | 72.4%-15.2pp | 67.7%-10.5pp |
| Annual return | 9.29% | 41.82%-32.5pp | 778.87%-769.6pp | 35.66%-26.4pp |
| Employer contribution / active EE | $1,543 | $2,346-34.2% | $2,916-47.1% | $2,757-44.0% |
| Participant deferral / active EE | $1,807 | $3,285-45.0% | $4,323-58.2% | $4,299-58.0% |
| Admin fee / account holder | $1,515 | $4,749-68.1% | $7,355-79.4% | $6,924-78.1% |