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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 | $18,532 | $70,532-73.7% | $68,948-73.1% | $137,256-86.5% |
| Participation rate | 54.5% | 81.0%-26.4pp | 79.2%-24.6pp | 80.0%-25.4pp |
| Annual return | 10.34% | 32.56%-22.2pp | 28.39%-18.1pp | 220.34%-210.0pp |
| Employer contribution / active EE | $1,443 | $4,355-66.9% | $4,165-65.3% | $4,156-65.3% |
| Participant deferral / active EE | $1,815 | $6,773-73.2% | $6,186-70.7% | $6,407-71.7% |
| Admin fee / account holder | $8,420 | $7,916+6.4% | $7,539+11.7% | $12,270-31.4% |