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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 | $97,289-80.0% | $92,805-79.0% | $155,188-87.4% |
| Participation rate | 23.5% | 84.2%-60.6pp | 83.5%-60.0pp | 80.8%-57.3pp |
| Annual return | 8.66% | 29.03%-20.4pp | 31.59%-22.9pp | 148.84%-140.2pp |
| Employer contribution / active EE | $1,674 | $3,632-53.9% | $3,424-51.1% | $4,248-60.6% |
| Participant deferral / active EE | $2,939 | $8,795-66.6% | $8,448-65.2% | $6,531-55.0% |
| Admin fee / account holder | $31,731 | $12,015+164.1% | $10,911+190.8% | $14,480+119.1% |