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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 | $32,236 | $76,407-57.8% | $150,298-78.6% | $82,448-60.9% |
| Participation rate | 63.3% | 66.4%-3.1pp | 77.8%-14.4pp | 68.1%-4.7pp |
| Annual return | 10.73% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,183 | $2,614-54.7% | $4,154-71.5% | $2,551-53.6% |
| Participant deferral / active EE | $3,051 | $3,214-5.1% | $5,453-44.1% | $4,139-26.3% |
| Admin fee / account holder | $2,911 | $6,352-54.2% | $14,116-79.4% | $7,234-59.8% |