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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 | $38,078 | $91,559-58.4% | $133,971-71.6% | $79,852-52.3% |
| Participation rate | 64.4% | 73.3%-8.9pp | 79.8%-15.4pp | 69.6%-5.2pp |
| Annual return | 3.50% | 61.85%-58.3pp | 45.09%-41.6pp | 31.72%-28.2pp |
| Employer contribution / active EE | $1,235 | $2,384-48.2% | $3,919-68.5% | $2,471-50.0% |
| Participant deferral / active EE | $2,150 | $3,734-42.4% | $5,047-57.4% | $3,740-42.5% |
| Admin fee / account holder | $2,464 | $6,321-61.0% | $8,929-72.4% | $5,306-53.6% |