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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 | $23,506 | $51,642-54.5% | $129,384-81.8% | $80,935-71.0% |
| Participation rate | 55.6% | 56.9%-1.4pp | 69.6%-14.1pp | 67.7%-12.1pp |
| Annual return | 4.08% | 20.78%-16.7pp | 9461.77%-9457.7pp | 35.66%-31.6pp |
| Employer contribution / active EE | $1,018 | $1,583-35.7% | $4,153-75.5% | $2,757-63.1% |
| Participant deferral / active EE | $4,079 | $2,670+52.8% | $4,166-2.1% | $4,299-5.1% |
| Admin fee / account holder | $13,982 | $4,312+224.3% | $7,686+81.9% | $6,924+101.9% |