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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 | $22,045 | $73,978-70.2% | $96,515-77.2% | $75,173-70.7% |
| Participation rate | 62.9% | 66.4%-3.6pp | 74.3%-11.5pp | 67.2%-4.3pp |
| Annual return | 11.64% | 26.72%-15.1pp | 35.73%-24.1pp | 160.72%-149.1pp |
| Employer contribution / active EE | $1,282 | $2,931-56.3% | $3,740-65.7% | $2,671-52.0% |
| Participant deferral / active EE | $2,316 | $3,660-36.7% | $4,880-52.5% | $4,126-43.9% |
| Admin fee / account holder | $2,129 | $5,219-59.2% | $6,735-68.4% | $5,651-62.3% |