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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 | $16,640 | $77,901-78.6% | $149,717-88.9% | $75,181-77.9% |
| Participation rate | 38.1% | 65.6%-27.5pp | 78.8%-40.7pp | 67.2%-29.1pp |
| Annual return | 11.63% | 31.73%-20.1pp | 134.41%-122.8pp | 160.69%-149.1pp |
| Employer contribution / active EE | $1,494 | $3,137-52.4% | $4,820-69.0% | $2,671-44.1% |
| Participant deferral / active EE | $1,852 | $3,411-45.7% | $5,682-67.4% | $4,126-55.1% |
| Admin fee / account holder | $4,849 | $5,949-18.5% | $13,213-63.3% | $5,650-14.2% |