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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 | $39,156 | $65,395-40.1% | $182,531-78.5% | $72,983-46.3% |
| Participation rate | 26.2% | 65.4%-39.3pp | 78.0%-51.8pp | 69.5%-43.3pp |
| Annual return | 18.01% | 27.68%-9.7pp | 148.57%-130.6pp | 81.01%-63.0pp |
| Employer contribution / active EE | $1,014 | $1,911-46.9% | $4,075-75.1% | $2,440-58.4% |
| Participant deferral / active EE | $1,216 | $3,563-65.9% | $5,525-78.0% | $3,608-66.3% |
| Admin fee / account holder | $3,347 | $4,245-21.2% | $8,593-61.1% | $5,124-34.7% |