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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 | $20,347 | $78,690-74.1% | $161,489-87.4% | $87,485-76.7% |
| Participation rate | 39.0% | 67.5%-28.5pp | 78.7%-39.7pp | 68.9%-29.9pp |
| Annual return | 9.06% | 32.74%-23.7pp | 89.72%-80.7pp | 26.06%-17.0pp |
| Employer contribution / active EE | $1,539 | $2,588-40.5% | $4,268-63.9% | $2,596-40.7% |
| Participant deferral / active EE | $1,734 | $3,311-47.6% | $5,630-69.2% | $4,274-59.4% |
| Admin fee / account holder | $11,175 | $6,724+66.2% | $16,006-30.2% | $7,775+43.7% |