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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 | $38,050 | $84,236-54.8% | $170,435-77.7% | $70,126-45.7% |
| Participation rate | 68.9% | 70.8%-1.9pp | 83.6%-14.7pp | 69.5%-0.7pp |
| Annual return | 9.51% | 23.06%-13.5pp | 205.94%-196.4pp | 73.15%-63.6pp |
| Employer contribution / active EE | $1,209 | $3,387-64.3% | $5,432-77.7% | $2,343-48.4% |
| Participant deferral / active EE | $2,508 | $3,086-18.7% | $4,939-49.2% | $3,332-24.7% |
| Admin fee / account holder | $1,785 | $5,698-68.7% | $13,881-87.1% | $4,645-61.6% |