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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 | $18,477 | $56,134-67.1% | $96,161-80.8% | $85,856-78.5% |
| Participation rate | 44.8% | 56.7%-11.9pp | 68.4%-23.6pp | 69.3%-24.5pp |
| Annual return | 10.09% | 42.30%-32.2pp | 192.01%-181.9pp | 318.58%-308.5pp |
| Employer contribution / active EE | $1,131 | $1,620-30.2% | $2,798-59.6% | $2,565-55.9% |
| Participant deferral / active EE | $1,541 | $2,858-46.1% | $4,349-64.6% | $3,952-61.0% |
| Admin fee / account holder | $2,762 | $3,769-26.7% | $5,538-50.1% | $6,261-55.9% |