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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 | $30,182 | $106,267-71.6% | $96,520-68.7% | $139,456-78.4% |
| Participation rate | 40.9% | 77.8%-36.9pp | 74.3%-33.4pp | 80.3%-39.4pp |
| Annual return | 7.66% | 38.45%-30.8pp | 35.72%-28.1pp | 373.45%-365.8pp |
| Employer contribution / active EE | $1,705 | $4,105-58.5% | $3,739-54.4% | $4,753-64.1% |
| Participant deferral / active EE | $1,716 | $5,454-68.5% | $4,879-64.8% | $6,711-74.4% |
| Admin fee / account holder | $17,813 | $7,882+126.0% | $6,733+164.6% | $11,407+56.2% |