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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 | $31,716 | $81,358-61.0% | $155,556-79.6% | $80,959-60.8% |
| Participation rate | 40.7% | 66.3%-25.5pp | 78.2%-37.5pp | 67.7%-26.9pp |
| Annual return | 10.32% | 33.39%-23.1pp | 64.84%-54.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,134 | $3,106-63.5% | $4,675-75.7% | $2,757-58.9% |
| Participant deferral / active EE | $1,430 | $3,455-58.6% | $5,631-74.6% | $4,300-66.7% |
| Admin fee / account holder | $1,502 | $7,994-81.2% | $15,885-90.5% | $6,925-78.3% |