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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 | $16,351 | $81,276-79.9% | $155,574-89.5% | $80,925-79.8% |
| Participation rate | 51.9% | 66.2%-14.3pp | 78.2%-26.3pp | 67.7%-15.8pp |
| Annual return | 6.42% | 33.36%-26.9pp | 64.87%-58.4pp | 35.65%-29.2pp |
| Employer contribution / active EE | $1,019 | $3,103-67.2% | $4,676-78.2% | $2,756-63.0% |
| Participant deferral / active EE | $1,717 | $3,453-50.3% | $5,629-69.5% | $4,299-60.1% |
| Admin fee / account holder | $4,069 | $7,993-49.1% | $15,914-74.4% | $6,940-41.4% |