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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 | $19,407 | $24,891-22.0% | $69,623-72.1% | $74,459-73.9% |
| Participation rate | 21.9% | 63.4%-41.5pp | 66.4%-44.5pp | 67.2%-45.3pp |
| Annual return | 8.82% | 18.53%-9.7pp | 101.23%-92.4pp | 1369.70%-1360.9pp |
| Employer contribution / active EE | $526 | $1,005-47.7% | $1,709-69.2% | $2,626-80.0% |
| Participant deferral / active EE | $1,309 | $1,908-31.4% | $2,890-54.7% | $4,350-69.9% |
| Admin fee / account holder | $2,165 | $1,904+13.7% | $4,696-53.9% | $1,945+11.3% |