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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 | $15,853 | $107,733-85.3% | $92,985-83.0% | $154,746-89.8% |
| Participation rate | 50.0% | 74.6%-24.6pp | 69.5%-19.5pp | 80.7%-30.7pp |
| Annual return | 6.73% | 30.39%-23.7pp | 27.99%-21.3pp | 172.34%-165.6pp |
| Employer contribution / active EE | $1,532 | $3,126-51.0% | $2,662-42.5% | $4,379-65.0% |
| Participant deferral / active EE | $2,788 | $5,053-44.8% | $4,377-36.3% | $6,730-58.6% |
| Admin fee / account holder | $20,756 | $11,369+82.6% | $9,463+119.3% | $14,365+44.5% |