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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 | $25,245 | $57,590-56.2% | $86,233-70.7% | $82,448-69.4% |
| Participation rate | 37.5% | 57.9%-20.4pp | 69.0%-31.5pp | 68.1%-30.6pp |
| Annual return | 10.57% | 22.41%-11.8pp | 61.39%-50.8pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,291 | $1,655-22.0% | $2,504-48.5% | $2,551-49.4% |
| Participant deferral / active EE | $1,759 | $3,080-42.9% | $4,559-61.4% | $4,139-57.5% |
| Admin fee / account holder | $2,401 | $4,730-49.2% | $8,342-71.2% | $7,234-66.8% |