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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 | $31,384 | $78,707-60.1% | $117,861-73.4% | $70,126-55.2% |
| Participation rate | 32.3% | 73.2%-40.9pp | 79.7%-47.4pp | 69.5%-37.3pp |
| Annual return | 7.46% | 23.30%-15.8pp | 335.11%-327.6pp | 73.15%-65.7pp |
| Employer contribution / active EE | $1,073 | $2,223-51.7% | $3,786-71.7% | $2,343-54.2% |
| Participant deferral / active EE | $1,614 | $3,297-51.0% | $4,482-64.0% | $3,332-51.6% |
| Admin fee / account holder | $2,886 | $5,066-43.0% | $8,021-64.0% | $4,645-37.9% |