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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 | $19,680 | $96,236-79.6% | $136,072-85.5% | $80,935-75.7% |
| Participation rate | 36.7% | 71.2%-34.5pp | 76.4%-39.7pp | 67.7%-30.9pp |
| Annual return | 10.09% | 28.74%-18.6pp | 580.46%-570.4pp | 35.66%-25.6pp |
| Employer contribution / active EE | $1,893 | $3,350-43.5% | $4,216-55.1% | $2,757-31.3% |
| Participant deferral / active EE | $3,597 | $5,709-37.0% | $7,028-48.8% | $4,299-16.3% |
| Admin fee / account holder | $2,165 | $8,250-73.8% | $6,718-67.8% | $6,924-68.7% |