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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 | $23,900 | $76,407-68.7% | $150,298-84.1% | $82,448-71.0% |
| Participation rate | 32.4% | 66.4%-34.0pp | 77.8%-45.4pp | 68.1%-35.7pp |
| Annual return | 2.60% | 39.99%-37.4pp | 62.79%-60.2pp | 41.64%-39.0pp |
| Employer contribution / active EE | $1,102 | $2,614-57.8% | $4,154-73.5% | $2,551-56.8% |
| Participant deferral / active EE | $2,084 | $3,214-35.2% | $5,453-61.8% | $4,139-49.6% |
| Admin fee / account holder | $3,915 | $6,352-38.4% | $14,116-72.3% | $7,234-45.9% |