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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 | $42,503 | $51,638-17.7% | $129,406-67.2% | $80,959-47.5% |
| Participation rate | 22.9% | 56.9%-34.1pp | 69.6%-46.8pp | 67.7%-44.8pp |
| Annual return | 10.15% | 20.78%-10.6pp | 9468.18%-9458.0pp | 35.67%-25.5pp |
| Employer contribution / active EE | $374 | $1,584-76.4% | $4,155-91.0% | $2,757-86.4% |
| Participant deferral / active EE | $1,495 | $2,670-44.0% | $4,167-64.1% | $4,300-65.2% |
| Admin fee / account holder | $2,129 | $4,313-50.6% | $7,689-72.3% | $6,925-69.3% |