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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 | $29,459 | $78,707-62.6% | $117,861-75.0% | $70,126-58.0% |
| Participation rate | 62.2% | 73.2%-11.0pp | 79.7%-17.5pp | 69.5%-7.4pp |
| Annual return | 6.14% | 23.30%-17.2pp | 335.11%-329.0pp | 73.15%-67.0pp |
| Employer contribution / active EE | $1,039 | $2,223-53.3% | $3,786-72.6% | $2,343-55.7% |
| Participant deferral / active EE | $2,055 | $3,297-37.7% | $4,482-54.2% | $3,332-38.3% |
| Admin fee / account holder | $1,350 | $5,066-73.3% | $8,021-83.2% | $4,645-70.9% |