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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 | $18,560 | $54,763-66.1% | $90,324-79.5% | $72,976-74.6% |
| Participation rate | 28.9% | 65.2%-36.3pp | 73.3%-44.4pp | 69.5%-40.6pp |
| Annual return | 9.94% | 30.63%-20.7pp | 78.15%-68.2pp | 81.02%-71.1pp |
| Employer contribution / active EE | $1,613 | $2,093-23.0% | $2,856-43.5% | $2,440-33.9% |
| Participant deferral / active EE | $1,915 | $2,887-33.7% | $3,885-50.7% | $3,608-46.9% |
| Admin fee / account holder | $794 | $3,973-80.0% | $5,356-85.2% | $5,124-84.5% |