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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 | $107,666-81.9% | $102,184-80.9% | $154,746-87.4% |
| Participation rate | 23.5% | 83.7%-60.2pp | 82.6%-59.1pp | 80.7%-57.2pp |
| Annual return | 8.66% | 29.33%-20.7pp | 31.58%-22.9pp | 172.34%-163.7pp |
| Employer contribution / active EE | $1,674 | $3,846-56.5% | $3,594-53.4% | $4,379-61.8% |
| Participant deferral / active EE | $2,939 | $8,719-66.3% | $8,309-64.6% | $6,730-56.3% |
| Admin fee / account holder | $31,731 | $12,943+145.2% | $11,609+173.3% | $14,365+120.9% |