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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 | $24,557 | $124,346-80.3% | $111,308-77.9% | $167,536-85.3% |
| Participation rate | 20.0% | 79.6%-59.6pp | 77.3%-57.3pp | 82.1%-62.1pp |
| Annual return | 6.91% | 37.45%-30.5pp | 54.67%-47.8pp | 478.82%-471.9pp |
| Employer contribution / active EE | $1,062 | $3,437-69.1% | $2,732-61.1% | $4,839-78.0% |
| Participant deferral / active EE | $2,437 | $5,182-53.0% | $4,487-45.7% | $6,342-61.6% |
| Admin fee / account holder | $10,718 | $10,621+0.9% | $7,965+34.6% | $12,315-13.0% |