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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 | $32,286 | $77,638-58.4% | $156,551-79.4% | $62,881-48.7% |
| Participation rate | 40.4% | 71.2%-30.8pp | 84.0%-43.6pp | 69.3%-28.9pp |
| Annual return | 3.20% | 50.33%-47.1pp | 32.23%-29.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $1,087 | $3,444-68.5% | $5,501-80.2% | $2,281-52.4% |
| Participant deferral / active EE | $3,122 | $3,046+2.5% | $4,871-35.9% | $3,203-2.5% |
| Admin fee / account holder | $5,680 | $5,561+2.1% | $13,028-56.4% | $4,296+32.2% |