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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 | $19,905 | $97,125-79.5% | $86,233-76.9% | $137,256-85.5% |
| Participation rate | 53.8% | 74.2%-20.4pp | 69.0%-15.2pp | 80.0%-26.1pp |
| Annual return | 10.63% | 74.19%-63.6pp | 61.39%-50.8pp | 220.34%-209.7pp |
| Employer contribution / active EE | $665 | $2,841-76.6% | $2,504-73.4% | $4,156-84.0% |
| Participant deferral / active EE | $2,061 | $5,180-60.2% | $4,559-54.8% | $6,407-67.8% |
| Admin fee / account holder | $10,718 | $9,725+10.2% | $8,342+28.5% | $12,270-12.6% |