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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 | $21,615 | $91,167-76.3% | $178,498-87.9% | $79,858-72.9% |
| Participation rate | 57.0% | 69.2%-12.2pp | 81.9%-25.0pp | 69.6%-12.7pp |
| Annual return | 9.76% | 24.19%-14.4pp | 151.09%-141.3pp | 31.72%-22.0pp |
| Employer contribution / active EE | $1,107 | $3,255-66.0% | $5,011-77.9% | $2,471-55.2% |
| Participant deferral / active EE | $1,621 | $3,236-49.9% | $5,202-68.8% | $3,740-56.7% |
| Admin fee / account holder | $3,880 | $6,747-42.5% | $13,985-72.3% | $5,306-26.9% |