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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 | $63,113 | $78,682-19.8% | $109,188-42.2% | $85,851-26.5% |
| Participation rate | 28.6% | 68.3%-39.7pp | 75.9%-47.3pp | 69.3%-40.7pp |
| Annual return | 10.28% | 25.09%-14.8pp | 25.76%-15.5pp | 318.63%-308.4pp |
| Employer contribution / active EE | $1,240 | $2,734-54.7% | $3,723-66.7% | $2,565-51.7% |
| Participant deferral / active EE | $2,276 | $3,468-34.4% | $4,654-51.1% | $3,952-42.4% |
| Admin fee / account holder | $1,238 | $5,470-77.4% | $6,755-81.7% | $6,261-80.2% |