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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 | $20,031 | $77,920-74.3% | $149,723-86.6% | $75,177-73.4% |
| Participation rate | 63.1% | 65.6%-2.5pp | 78.8%-15.7pp | 67.2%-4.1pp |
| Annual return | 12.22% | 31.72%-19.5pp | 134.50%-122.3pp | 160.75%-148.5pp |
| Employer contribution / active EE | $1,032 | $3,138-67.1% | $4,821-78.6% | $2,671-61.4% |
| Participant deferral / active EE | $1,969 | $3,411-42.3% | $5,682-65.3% | $4,126-52.3% |
| Admin fee / account holder | $1,498 | $5,951-74.8% | $13,215-88.7% | $5,651-73.5% |