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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 | $16,885 | $49,976-66.2% | $66,674-74.7% | $82,637-79.6% |
| Participation rate | 32.1% | 63.1%-31.0pp | 73.7%-41.5pp | 68.1%-35.9pp |
| Annual return | 10.24% | 39.09%-28.8pp | 321.24%-311.0pp | 53.51%-43.3pp |
| Employer contribution / active EE | $1,132 | $1,988-43.0% | $2,620-56.8% | $2,552-55.6% |
| Participant deferral / active EE | $1,719 | $2,847-39.6% | $4,084-57.9% | $4,126-58.3% |
| Admin fee / account holder | $1,768 | $4,594-61.5% | $5,098-65.3% | $7,339-75.9% |