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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 | $34,378 | $78,636-56.3% | $105,607-67.4% | $74,459-53.8% |
| Participation rate | 49.5% | 72.8%-23.2pp | 75.3%-25.8pp | 67.2%-17.7pp |
| Annual return | 8.01% | 15.96%-7.9pp | 116.11%-108.1pp | 1369.70%-1361.7pp |
| Employer contribution / active EE | $1,642 | $2,523-34.9% | $3,167-48.2% | $2,626-37.5% |
| Participant deferral / active EE | $2,741 | $4,322-36.6% | $5,011-45.3% | $4,350-37.0% |
| Admin fee / account holder | $2,794 | $2,220+25.8% | $10,958-74.5% | $1,945+43.6% |