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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 | $20,782 | $161,352-87.1% | $134,172-84.5% | $137,256-84.9% |
| Participation rate | 50.0% | 78.3%-28.3pp | 72.5%-22.5pp | 80.0%-30.0pp |
| Annual return | 6.48% | 28.72%-22.2pp | 25.30%-18.8pp | 220.34%-213.9pp |
| Employer contribution / active EE | $1,610 | $4,099-60.7% | $3,420-52.9% | $4,156-61.3% |
| Participant deferral / active EE | $1,758 | $5,552-68.3% | $4,690-62.5% | $6,407-72.6% |
| Admin fee / account holder | $1,694 | $15,028-88.7% | $12,016-85.9% | $12,270-86.2% |