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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 | $81,358-74.4% | $155,556-86.6% | $80,959-74.3% |
| Participation rate | 62.3% | 66.3%-4.0pp | 78.2%-16.0pp | 67.7%-5.4pp |
| Annual return | 7.71% | 33.39%-25.7pp | 64.84%-57.1pp | 35.67%-28.0pp |
| Employer contribution / active EE | $1,350 | $3,106-56.5% | $4,675-71.1% | $2,757-51.0% |
| Participant deferral / active EE | $1,601 | $3,455-53.7% | $5,631-71.6% | $4,300-62.8% |
| Admin fee / account holder | $17,569 | $7,994+119.8% | $15,885+10.6% | $6,925+153.7% |