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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 | $18,818 | $106,280-82.3% | $96,538-80.5% | $139,487-86.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 10.22% | 38.48%-28.3pp | 35.74%-25.5pp | 373.84%-363.6pp |
| Employer contribution / active EE | $1,323 | $4,107-67.8% | $3,740-64.6% | $4,755-72.2% |
| Participant deferral / active EE | $10,532 | $5,457+93.0% | $4,880+115.8% | $6,713+56.9% |
| Admin fee / account holder | $20,842 | $7,888+164.2% | $6,737+209.3% | $11,407+82.7% |