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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 | $19,191 | $90,509-78.8% | $78,693-75.6% | $273,968-93.0% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 1.61% | 75.61%-74.0pp | 62.18%-60.6pp | 41.45%-39.8pp |
| Employer contribution / active EE | $2,389 | $3,175-24.7% | $2,850-16.2% | $4,869-50.9% |
| Participant deferral / active EE | $4,304 | $3,901+10.3% | $3,517+22.4% | $5,287-18.6% |
| Admin fee / account holder | $479 | $5,264-90.9% | $4,511-89.4% | $10,132-95.3% |