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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 | $23,868 | $51,638-53.8% | $68,368-65.1% | $82,448-71.1% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 12.65% | 37.53%-24.9pp | 292.57%-279.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,495 | $2,047-26.9% | $2,649-43.6% | $2,551-41.4% |
| Participant deferral / active EE | $2,298 | $2,914-21.1% | $4,123-44.3% | $4,139-44.5% |
| Admin fee / account holder | $3,222 | $4,643-30.6% | $5,150-37.4% | $7,234-55.5% |