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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 | $22,440 | $76,407-70.6% | $150,298-85.1% | $82,448-72.8% |
| Participation rate | 41.0% | 66.4%-25.4pp | 77.8%-36.8pp | 68.1%-27.1pp |
| Annual return | 12.73% | 39.99%-27.3pp | 62.79%-50.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,292 | $2,614-50.6% | $4,154-68.9% | $2,551-49.4% |
| Participant deferral / active EE | $1,672 | $3,214-48.0% | $5,453-69.3% | $4,139-59.6% |
| Admin fee / account holder | $4,922 | $6,352-22.5% | $14,116-65.1% | $7,234-32.0% |