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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 | $77,814-73.9% | $158,223-87.1% | $86,983-76.6% |
| Participation rate | 39.0% | 68.4%-29.4pp | 79.2%-40.2pp | 69.5%-30.6pp |
| Annual return | 9.06% | 30.54%-21.5pp | 52.09%-43.0pp | 25.83%-16.8pp |
| Employer contribution / active EE | $1,539 | $2,592-40.6% | $4,109-62.5% | $2,584-40.5% |
| Participant deferral / active EE | $1,734 | $3,270-47.0% | $5,467-68.3% | $4,194-58.6% |
| Admin fee / account holder | $11,175 | $5,879+90.1% | $16,047-30.4% | $7,856+42.3% |