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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 | $20,931 | $174,379-88.0% | $152,093-86.2% | $138,895-84.9% |
| Participation rate | 57.1% | 81.6%-24.5pp | 77.8%-20.6pp | 79.9%-22.8pp |
| Annual return | 9.38% | 74.86%-65.5pp | 66.36%-57.0pp | 145.39%-136.0pp |
| Employer contribution / active EE | $1,381 | $4,652-70.3% | $4,175-66.9% | $4,194-67.1% |
| Participant deferral / active EE | $2,744 | $6,159-55.5% | $5,451-49.7% | $6,396-57.1% |
| Admin fee / account holder | $5,181 | $16,880-69.3% | $14,497-64.3% | $12,562-58.8% |