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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 | $87,166-81.8% | $76,735-79.3% | $137,256-88.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 6.73% | 26.50%-19.8pp | 29.77%-23.0pp | 220.34%-213.6pp |
| Employer contribution / active EE | $1,532 | $2,904-47.3% | $2,454-37.6% | $4,156-63.1% |
| Participant deferral / active EE | $2,788 | $4,726-41.0% | $4,088-31.8% | $6,407-56.5% |
| Admin fee / account holder | $20,756 | $8,403+147.0% | $7,189+188.7% | $12,270+69.2% |