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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 | $24,678 | $53,128-53.6% | $86,582-71.5% | $70,126-64.8% |
| Participation rate | 63.6% | 65.3%-1.7pp | 73.5%-9.9pp | 69.5%-5.9pp |
| Annual return | 11.77% | 27.66%-15.9pp | 965.08%-953.3pp | 73.15%-61.4pp |
| Employer contribution / active EE | $1,014 | $2,068-50.9% | $2,839-64.3% | $2,343-56.7% |
| Participant deferral / active EE | $1,244 | $2,695-53.8% | $3,609-65.5% | $3,332-62.7% |
| Admin fee / account holder | $2,479 | $3,584-30.8% | $4,904-49.5% | $4,645-46.6% |