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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 | $20,799 | $81,233-74.4% | $155,567-86.6% | $80,874-74.3% |
| Participation rate | 62.3% | 66.2%-4.0pp | 78.2%-15.9pp | 67.6%-5.4pp |
| Annual return | 7.71% | 33.33%-25.6pp | 64.74%-57.0pp | 35.62%-27.9pp |
| Employer contribution / active EE | $1,350 | $3,101-56.4% | $4,674-71.1% | $2,756-51.0% |
| Participant deferral / active EE | $1,601 | $3,452-53.6% | $5,628-71.6% | $4,297-62.8% |
| Admin fee / account holder | $17,569 | $7,998+119.7% | $15,916+10.4% | $6,935+153.3% |