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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 | $32,662 | $94,031-65.3% | $115,768-71.8% | $82,448-60.4% |
| Participation rate | 61.8% | 70.4%-8.7pp | 74.4%-12.6pp | 68.1%-6.3pp |
| Annual return | 9.87% | 20.61%-10.7pp | 100.46%-90.6pp | 41.64%-31.8pp |
| Employer contribution / active EE | $1,722 | $2,323-25.9% | $2,940-41.4% | $2,551-32.5% |
| Participant deferral / active EE | $2,941 | $3,972-26.0% | $4,917-40.2% | $4,139-29.0% |
| Admin fee / account holder | $14,509 | $10,249+41.6% | $12,439+16.6% | $7,234+100.6% |