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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 | $19,486 | $77,814-75.0% | $158,223-87.7% | $86,983-77.6% |
| Participation rate | 68.4% | 68.4%0pp | 79.2%-10.8pp | 69.5%-1.1pp |
| Annual return | 6.36% | 30.54%-24.2pp | 52.09%-45.7pp | 25.83%-19.5pp |
| Employer contribution / active EE | $976 | $2,592-62.3% | $4,109-76.2% | $2,584-62.2% |
| Participant deferral / active EE | $2,124 | $3,270-35.0% | $5,467-61.1% | $4,194-49.4% |
| Admin fee / account holder | $4,475 | $5,879-23.9% | $16,047-72.1% | $7,856-43.0% |