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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 | $20,277 | $102,245-80.2% | $89,340-77.3% | $137,256-85.2% |
| Participation rate | 57.1% | 74.9%-17.7pp | 69.6%-12.4pp | 80.0%-22.8pp |
| Annual return | 9.43% | 21.89%-12.5pp | 20.57%-11.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,467 | $2,529-42.0% | $2,231-34.2% | $4,156-64.7% |
| Participant deferral / active EE | $2,603 | $4,436-41.3% | $3,823-31.9% | $6,407-59.4% |
| Admin fee / account holder | $10,768 | $8,085+33.2% | $6,704+60.6% | $12,270-12.2% |