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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 | $18,747 | $81,331-77.0% | $155,534-87.9% | $80,935-76.8% |
| Participation rate | 18.8% | 66.3%-47.5pp | 78.2%-59.5pp | 67.7%-48.9pp |
| Annual return | 10.16% | 33.37%-23.2pp | 64.92%-54.8pp | 35.66%-25.5pp |
| Employer contribution / active EE | $493 | $3,105-84.1% | $4,675-89.4% | $2,757-82.1% |
| Participant deferral / active EE | $1,739 | $3,454-49.6% | $5,630-69.1% | $4,299-59.5% |
| Admin fee / account holder | $2,639 | $7,999-67.0% | $15,900-83.4% | $6,924-61.9% |