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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 | $21,130 | $81,358-74.0% | $155,556-86.4% | $80,959-73.9% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 9.95% | 33.39%-23.4pp | 64.84%-54.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,404 | $3,106-54.8% | $4,675-70.0% | $2,757-49.1% |
| Participant deferral / active EE | $1,213 | $3,455-64.9% | $5,631-78.5% | $4,300-71.8% |
| Admin fee / account holder | $5,522 | $7,994-30.9% | $15,885-65.2% | $6,925-20.3% |