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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 | $19,652 | $76,407-74.3% | $150,298-86.9% | $82,448-76.2% |
| Participation rate | 56.1% | 66.4%-10.3pp | 77.8%-21.7pp | 68.1%-12.0pp |
| Annual return | 10.89% | 39.99%-29.1pp | 62.79%-51.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $594 | $2,614-77.3% | $4,154-85.7% | $2,551-76.7% |
| Participant deferral / active EE | $1,477 | $3,214-54.1% | $5,453-72.9% | $4,139-64.3% |
| Admin fee / account holder | $8,168 | $6,352+28.6% | $14,116-42.1% | $7,234+12.9% |