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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 | $21,775 | $76,407-71.5% | $150,298-85.5% | $82,448-73.6% |
| Participation rate | 58.7% | 66.4%-7.7pp | 77.8%-19.1pp | 68.1%-9.4pp |
| Annual return | 11.30% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $2,036 | $2,614-22.1% | $4,154-51.0% | $2,551-20.2% |
| Participant deferral / active EE | $2,631 | $3,214-18.1% | $5,453-51.7% | $4,139-36.4% |
| Admin fee / account holder | $6,156 | $6,352-3.1% | $14,116-56.4% | $7,234-14.9% |