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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 | $20,099 | $76,407-73.7% | $150,298-86.6% | $82,448-75.6% |
| Participation rate | 22.9% | 66.4%-43.5pp | 77.8%-54.9pp | 68.1%-45.2pp |
| Annual return | 13.04% | 39.99%-27.0pp | 62.79%-49.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $585 | $2,614-77.6% | $4,154-85.9% | $2,551-77.1% |
| Participant deferral / active EE | $1,206 | $3,214-62.5% | $5,453-77.9% | $4,139-70.9% |
| Admin fee / account holder | $1,707 | $6,352-73.1% | $14,116-87.9% | $7,234-76.4% |