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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 | $16,039 | $77,901-79.4% | $149,717-89.3% | $75,181-78.7% |
| Participation rate | 36.7% | 65.6%-28.8pp | 78.8%-42.0pp | 67.2%-30.5pp |
| Annual return | 12.97% | 31.73%-18.8pp | 134.41%-121.4pp | 160.69%-147.7pp |
| Employer contribution / active EE | $1,142 | $3,137-63.6% | $4,820-76.3% | $2,671-57.2% |
| Participant deferral / active EE | $1,555 | $3,411-54.4% | $5,682-72.6% | $4,126-62.3% |
| Admin fee / account holder | $6,333 | $5,949+6.5% | $13,213-52.1% | $5,650+12.1% |