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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 | $19,586 | $63,809-69.3% | $81,353-75.9% | $80,935-75.8% |
| Participation rate | 58.1% | 63.9%-5.8pp | 69.5%-11.5pp | 67.7%-9.6pp |
| Annual return | 8.70% | 16.37%-7.7pp | 24.82%-16.1pp | 35.66%-27.0pp |
| Employer contribution / active EE | $1,767 | $1,981-10.8% | $2,464-28.3% | $2,757-35.9% |
| Participant deferral / active EE | $2,756 | $3,093-10.9% | $3,885-29.0% | $4,299-35.9% |
| Admin fee / account holder | $914 | $5,686-83.9% | $5,766-84.1% | $6,924-86.8% |