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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 | $78,690-69.6% | $161,489-85.2% | $87,485-72.7% |
| Participation rate | 32.4% | 67.5%-35.1pp | 78.7%-46.3pp | 68.9%-36.6pp |
| Annual return | 2.60% | 32.74%-30.1pp | 89.72%-87.1pp | 26.06%-23.5pp |
| Employer contribution / active EE | $1,102 | $2,588-57.4% | $4,268-74.2% | $2,596-57.6% |
| Participant deferral / active EE | $2,084 | $3,311-37.0% | $5,630-63.0% | $4,274-51.2% |
| Admin fee / account holder | $3,915 | $6,724-41.8% | $16,006-75.5% | $7,775-49.6% |