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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 | $22,719 | $78,690-71.1% | $161,489-85.9% | $87,485-74.0% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 9.31% | 32.74%-23.4pp | 89.72%-80.4pp | 26.06%-16.8pp |
| Employer contribution / active EE | $1,280 | $2,588-50.5% | $4,268-70.0% | $2,596-50.7% |
| Participant deferral / active EE | $2,304 | $3,311-30.4% | $5,630-59.1% | $4,274-46.1% |
| Admin fee / account holder | $4,249 | $6,724-36.8% | $16,006-73.5% | $7,775-45.3% |