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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 | $20,887 | $124,425-83.2% | $112,040-81.4% | $137,256-84.8% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 9.04% | 24.72%-15.7pp | 24.52%-15.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,514 | $3,411-55.6% | $2,954-48.8% | $4,156-63.6% |
| Participant deferral / active EE | $2,700 | $5,718-52.8% | $5,098-47.0% | $6,407-57.9% |
| Admin fee / account holder | $6,482 | $15,207-57.4% | $12,098-46.4% | $12,270-47.2% |