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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 | $38,352 | $84,953-54.9% | $163,379-76.5% | $82,637-53.6% |
| Participation rate | 51.4% | 65.9%-14.5pp | 76.8%-25.4pp | 68.1%-16.6pp |
| Annual return | 8.39% | 23.07%-14.7pp | 63.41%-55.0pp | 53.51%-45.1pp |
| Employer contribution / active EE | $1,289 | $2,183-41.0% | $3,752-65.7% | $2,552-49.5% |
| Participant deferral / active EE | $1,840 | $4,326-57.5% | $6,282-70.7% | $4,126-55.4% |
| Admin fee / account holder | $16,847 | $7,921+112.7% | $9,818+71.6% | $7,339+129.6% |