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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 | $22,631 | $72,071-68.6% | $68,368-66.9% | $137,256-83.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 10.95% | 353.14%-342.2pp | 292.57%-281.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $924 | $2,788-66.9% | $2,649-65.1% | $4,156-77.8% |
| Participant deferral / active EE | $1,344 | $4,410-69.5% | $4,123-67.4% | $6,407-79.0% |
| Admin fee / account holder | $2,576 | $5,336-51.7% | $5,150-50.0% | $12,270-79.0% |