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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 | $22,087 | $77,814-71.6% | $158,223-86.0% | $86,983-74.6% |
| Participation rate | 57.3% | 68.4%-11.1pp | 79.2%-21.9pp | 69.5%-12.2pp |
| Annual return | 8.12% | 30.54%-22.4pp | 52.09%-44.0pp | 25.83%-17.7pp |
| Employer contribution / active EE | $2,165 | $2,592-16.5% | $4,109-47.3% | $2,584-16.2% |
| Participant deferral / active EE | $2,598 | $3,270-20.5% | $5,467-52.5% | $4,194-38.0% |
| Admin fee / account holder | $2,420 | $5,879-58.8% | $16,047-84.9% | $7,856-69.2% |