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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 | $27,349 | $99,652-72.6% | $78,778-65.3% | $147,586-81.5% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 5.98% | 47.28%-41.3pp | 35.62%-29.6pp | 578.59%-572.6pp |
| Employer contribution / active EE | $869 | $2,796-68.9% | $1,986-56.2% | $4,876-82.2% |
| Participant deferral / active EE | $1,613 | $3,664-56.0% | $2,958-45.5% | $5,439-70.3% |
| Admin fee / account holder | $1,680 | $7,155-76.5% | $5,134-67.3% | $10,886-84.6% |