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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 | $22,299 | $81,446-72.6% | $103,374-78.4% | $80,874-72.4% |
| Participation rate | 42.9% | 66.9%-24.0pp | 74.5%-31.7pp | 67.6%-24.8pp |
| Annual return | 10.00% | 25.57%-15.6pp | 24.89%-14.9pp | 35.62%-25.6pp |
| Employer contribution / active EE | $1,088 | $3,107-65.0% | $3,869-71.9% | $2,756-60.5% |
| Participant deferral / active EE | $1,976 | $3,870-48.9% | $5,058-60.9% | $4,297-54.0% |
| Admin fee / account holder | $5,590 | $6,715-16.7% | $8,394-33.4% | $6,935-19.4% |