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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 | $16,978 | $81,358-79.1% | $155,556-89.1% | $80,959-79.0% |
| Participation rate | 53.6% | 66.3%-12.7pp | 78.2%-24.7pp | 67.7%-14.1pp |
| Annual return | 9.98% | 33.39%-23.4pp | 64.84%-54.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,387 | $3,106-55.3% | $4,675-70.3% | $2,757-49.7% |
| Participant deferral / active EE | $2,247 | $3,455-35.0% | $5,631-60.1% | $4,300-47.8% |
| Admin fee / account holder | $1,162 | $7,994-85.5% | $15,885-92.7% | $6,925-83.2% |