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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 | $28,184 | $84,236-66.5% | $170,439-83.5% | $70,124-59.8% |
| Participation rate | 52.3% | 70.8%-18.5pp | 83.6%-31.3pp | 69.5%-17.2pp |
| Annual return | 10.63% | 23.06%-12.4pp | 205.94%-195.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,076 | $3,387-68.2% | $5,433-80.2% | $2,342-54.0% |
| Participant deferral / active EE | $1,710 | $3,086-44.6% | $4,939-65.4% | $3,332-48.7% |
| Admin fee / account holder | $3,752 | $5,698-34.2% | $13,881-73.0% | $4,645-19.2% |