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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 | $29,964 | $87,132-65.6% | $105,624-71.6% | $80,959-63.0% |
| Participation rate | 54.5% | 70.4%-15.9pp | 75.3%-20.7pp | 67.7%-13.1pp |
| Annual return | 9.56% | 17.03%-7.5pp | 116.20%-106.6pp | 35.67%-26.1pp |
| Employer contribution / active EE | $1,590 | $2,397-33.7% | $3,168-49.8% | $2,757-42.3% |
| Participant deferral / active EE | $3,545 | $3,985-11.0% | $5,013-29.3% | $4,300-17.6% |
| Admin fee / account holder | $5,731 | $8,449-32.2% | $10,961-47.7% | $6,925-17.2% |