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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 | $24,889 | $85,171-70.8% | $172,752-85.6% | $72,975-65.9% |
| Participation rate | 68.2% | 70.1%-1.9pp | 82.6%-14.5pp | 69.5%-1.3pp |
| Annual return | 4.89% | 27.32%-22.4pp | 802.97%-798.1pp | 81.01%-76.1pp |
| Employer contribution / active EE | $1,925 | $3,324-42.1% | $5,144-62.6% | $2,440-21.1% |
| Participant deferral / active EE | $956 | $3,260-70.7% | $5,198-81.6% | $3,608-73.5% |
| Admin fee / account holder | $1,570 | $5,880-73.3% | $13,955-88.8% | $5,124-69.4% |