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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 | $10,448 | $76,407-86.3% | $150,298-93.0% | $82,448-87.3% |
| Participation rate | 51.6% | 66.4%-14.8pp | 77.8%-26.1pp | 68.1%-16.5pp |
| Annual return | 9.73% | 39.99%-30.3pp | 62.79%-53.1pp | 41.64%-31.9pp |
| Employer contribution / active EE | $1,423 | $2,614-45.6% | $4,154-65.7% | $2,551-44.2% |
| Participant deferral / active EE | $2,180 | $3,214-32.2% | $5,453-60.0% | $4,139-47.3% |
| Admin fee / account holder | $2,615 | $6,352-58.8% | $14,116-81.5% | $7,234-63.9% |