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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 | $14,467 | $124,980-88.4% | $108,359-86.6% | $154,746-90.7% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 0.77% | 45.00%-44.2pp | 36.89%-36.1pp | 172.34%-171.6pp |
| Employer contribution / active EE | $1,990 | $2,851-30.2% | $2,399-17.1% | $4,379-54.6% |
| Participant deferral / active EE | $1,990 | $4,743-58.0% | $4,137-51.9% | $6,730-70.4% |
| Admin fee / account holder | $13,336 | $11,502+15.9% | $9,741+36.9% | $14,365-7.2% |