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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 | $26,847 | $73,978-63.7% | $96,515-72.2% | $75,173-64.3% |
| Participation rate | 51.4% | 66.4%-15.1pp | 74.3%-23.0pp | 67.2%-15.9pp |
| Annual return | 8.04% | 26.72%-18.7pp | 35.73%-27.7pp | 160.72%-152.7pp |
| Employer contribution / active EE | $1,020 | $2,931-65.2% | $3,740-72.7% | $2,671-61.8% |
| Participant deferral / active EE | $1,504 | $3,660-58.9% | $4,880-69.2% | $4,126-63.6% |
| Admin fee / account holder | $17,950 | $5,219+244.0% | $6,735+166.5% | $5,651+217.7% |