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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 | $76,407-71.1% | $150,298-85.3% | $82,448-73.2% |
| Participation rate | 57.3% | 66.4%-9.1pp | 77.8%-20.4pp | 68.1%-10.8pp |
| Annual return | 8.12% | 39.99%-31.9pp | 62.79%-54.7pp | 41.64%-33.5pp |
| Employer contribution / active EE | $2,165 | $2,614-17.2% | $4,154-47.9% | $2,551-15.1% |
| Participant deferral / active EE | $2,598 | $3,214-19.2% | $5,453-52.3% | $4,139-37.2% |
| Admin fee / account holder | $2,420 | $6,352-61.9% | $14,116-82.9% | $7,234-66.5% |