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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 | $32,260 | $76,407-57.8% | $150,298-78.5% | $82,448-60.9% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 10.85% | 39.99%-29.1pp | 62.79%-51.9pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,112 | $2,614-57.5% | $4,154-73.2% | $2,551-56.4% |
| Participant deferral / active EE | $2,315 | $3,214-28.0% | $5,453-57.5% | $4,139-44.1% |
| Admin fee / account holder | $13,253 | $6,352+108.6% | $14,116-6.1% | $7,234+83.2% |