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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 | $22,995 | $65,395-64.8% | $182,540-87.4% | $72,975-68.5% |
| Participation rate | 33.3% | 65.4%-32.1pp | 78.0%-44.6pp | 69.5%-36.2pp |
| Annual return | 12.79% | 27.68%-14.9pp | 148.58%-135.8pp | 81.01%-68.2pp |
| Employer contribution / active EE | $1,272 | $1,911-33.4% | $4,076-68.8% | $2,440-47.9% |
| Participant deferral / active EE | $2,061 | $3,563-42.1% | $5,525-62.7% | $3,608-42.9% |
| Admin fee / account holder | $2,172 | $4,245-48.8% | $8,593-74.7% | $5,124-57.6% |