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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 | $19,391 | $65,395-70.3% | $182,540-89.4% | $72,975-73.4% |
| Participation rate | 57.5% | 65.4%-7.9pp | 78.0%-20.5pp | 69.5%-12.0pp |
| Annual return | 17.33% | 27.68%-10.4pp | 148.58%-131.2pp | 81.01%-63.7pp |
| Employer contribution / active EE | $1,650 | $1,911-13.7% | $4,076-59.5% | $2,440-32.4% |
| Participant deferral / active EE | $2,786 | $3,563-21.8% | $5,525-49.6% | $3,608-22.8% |
| Admin fee / account holder | $985 | $4,245-76.8% | $8,593-88.5% | $5,124-80.8% |