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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% | $69,460-72.1% | $74,400-73.9% |
| Participation rate | 21.9% | 63.4%-41.5pp | 66.4%-44.5pp | 67.2%-45.3pp |
| Annual return | 8.82% | 18.53%-9.7pp | 100.80%-92.0pp | 1367.51%-1358.7pp |
| Employer contribution / active EE | $526 | $1,005-47.7% | $1,714-69.3% | $2,624-80.0% |
| Participant deferral / active EE | $1,309 | $1,908-31.4% | $2,890-54.7% | $4,348-69.9% |
| Admin fee / account holder | $2,165 | $1,904+13.7% | $4,695-53.9% | $1,944+11.4% |