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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 | $20,510 | $81,358-74.8% | $155,556-86.8% | $80,959-74.7% |
| Participation rate | 62.1% | 66.3%-4.2pp | 78.2%-16.2pp | 67.7%-5.6pp |
| Annual return | 10.48% | 33.39%-22.9pp | 64.84%-54.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $825 | $3,106-73.4% | $4,675-82.3% | $2,757-70.1% |
| Participant deferral / active EE | $2,251 | $3,455-34.9% | $5,631-60.0% | $4,300-47.7% |
| Admin fee / account holder | $7,753 | $7,994-3.0% | $15,885-51.2% | $6,925+12.0% |