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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 | $42,602 | $77,920-45.3% | $149,723-71.5% | $75,177-43.3% |
| Participation rate | 22.4% | 65.6%-43.1pp | 78.8%-56.3pp | 67.2%-44.8pp |
| Annual return | 12.16% | 31.72%-19.6pp | 134.50%-122.3pp | 160.75%-148.6pp |
| Employer contribution / active EE | $1,378 | $3,138-56.1% | $4,821-71.4% | $2,671-48.4% |
| Participant deferral / active EE | $1,836 | $3,411-46.2% | $5,682-67.7% | $4,126-55.5% |
| Admin fee / account holder | $3,322 | $5,951-44.2% | $13,215-74.9% | $5,651-41.2% |