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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 | $25,347 | $79,449-68.1% | $189,597-86.6% | $85,851-70.5% |
| Participation rate | 36.1% | 66.0%-29.9pp | 78.4%-42.4pp | 69.3%-33.3pp |
| Annual return | 9.47% | 18.45%-9.0pp | 64.20%-54.7pp | 318.63%-309.2pp |
| Employer contribution / active EE | $1,024 | $2,081-50.8% | $4,412-76.8% | $2,565-60.1% |
| Participant deferral / active EE | $2,430 | $4,051-40.0% | $6,174-60.6% | $3,952-38.5% |
| Admin fee / account holder | $2,792 | $5,377-48.1% | $9,807-71.5% | $6,261-55.4% |