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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 | $29,276 | $51,638-43.3% | $68,368-57.2% | $82,448-64.5% |
| Participation rate | 24.1% | 63.6%-39.5pp | 73.8%-49.6pp | 68.1%-43.9pp |
| Annual return | 13.05% | 37.53%-24.5pp | 292.57%-279.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,120 | $2,047-45.3% | $2,649-57.7% | $2,551-56.1% |
| Participant deferral / active EE | $2,633 | $2,914-9.6% | $4,123-36.1% | $4,139-36.4% |
| Admin fee / account holder | $424 | $4,643-90.9% | $5,150-91.8% | $7,234-94.1% |