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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 | $20,622 | $77,638-73.4% | $156,551-86.8% | $62,881-67.2% |
| Participation rate | 65.4% | 71.2%-5.8pp | 84.0%-18.6pp | 69.3%-3.9pp |
| Annual return | 4.07% | 50.33%-46.3pp | 32.23%-28.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,296 | $3,444-62.4% | $5,501-76.4% | $2,281-43.2% |
| Participant deferral / active EE | $1,843 | $3,046-39.5% | $4,871-62.2% | $3,203-42.5% |
| Admin fee / account holder | $3,809 | $5,561-31.5% | $13,028-70.8% | $4,296-11.3% |