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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 | $35,768 | $77,908-54.1% | $149,696-76.1% | $75,173-52.4% |
| Participation rate | 55.3% | 65.6%-10.3pp | 78.8%-23.5pp | 67.2%-11.9pp |
| Annual return | 11.23% | 31.73%-20.5pp | 134.46%-123.2pp | 160.72%-149.5pp |
| Employer contribution / active EE | $1,339 | $3,138-57.3% | $4,821-72.2% | $2,671-49.9% |
| Participant deferral / active EE | $1,829 | $3,411-46.4% | $5,682-67.8% | $4,126-55.7% |
| Admin fee / account holder | $1,546 | $5,950-74.0% | $13,212-88.3% | $5,651-72.6% |