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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 | $19,487 | $100,970-80.7% | $96,576-79.8% | $137,256-85.8% |
| Participation rate | 23.5% | 82.6%-59.1pp | 81.4%-57.9pp | 80.0%-56.4pp |
| Annual return | 8.66% | 38.16%-29.5pp | 38.47%-29.8pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,674 | $3,809-56.1% | $3,553-52.9% | $4,156-59.7% |
| Participant deferral / active EE | $2,939 | $8,286-64.5% | $7,956-63.1% | $6,407-54.1% |
| Admin fee / account holder | $31,731 | $11,312+180.5% | $11,381+178.8% | $12,270+158.6% |