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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 | $75,541-68.4% | $152,093-84.3% | $82,637-71.1% |
| Participation rate | 32.4% | 66.5%-34.2pp | 77.8%-45.4pp | 68.1%-35.7pp |
| Annual return | 2.60% | 32.56%-30.0pp | 66.36%-63.8pp | 53.51%-50.9pp |
| Employer contribution / active EE | $1,102 | $2,622-58.0% | $4,175-73.6% | $2,552-56.8% |
| Participant deferral / active EE | $2,084 | $3,206-35.0% | $5,451-61.8% | $4,126-49.5% |
| Admin fee / account holder | $3,915 | $6,405-38.9% | $14,497-73.0% | $7,339-46.6% |