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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 | $22,137 | $172,111-87.1% | $150,298-85.3% | $137,256-83.9% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 10.40% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,209 | $4,636-73.9% | $4,154-70.9% | $4,156-70.9% |
| Participant deferral / active EE | $3,601 | $6,166-41.6% | $5,453-34.0% | $6,407-43.8% |
| Admin fee / account holder | $6,021 | $16,471-63.4% | $14,116-57.3% | $12,270-50.9% |