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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 | $22,594 | $73,988-69.5% | $96,538-76.6% | $75,177-69.9% |
| Participation rate | 41.0% | 66.4%-25.4pp | 74.3%-33.4pp | 67.2%-26.2pp |
| Annual return | 11.98% | 26.73%-14.7pp | 35.74%-23.8pp | 160.75%-148.8pp |
| Employer contribution / active EE | $949 | $2,930-67.6% | $3,740-74.6% | $2,671-64.5% |
| Participant deferral / active EE | $2,059 | $3,660-43.7% | $4,880-57.8% | $4,126-50.1% |
| Admin fee / account holder | $8,340 | $5,220+59.8% | $6,737+23.8% | $5,651+47.6% |