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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 | $27,606 | $102,938-73.2% | $94,105-70.7% | $138,895-80.1% |
| Participation rate | 47.6% | 74.6%-27.0pp | 71.9%-24.3pp | 79.9%-32.3pp |
| Annual return | 8.63% | 250.28%-241.7pp | 204.55%-195.9pp | 145.39%-136.8pp |
| Employer contribution / active EE | $1,053 | $2,732-61.5% | $2,504-58.0% | $4,194-74.9% |
| Participant deferral / active EE | $3,384 | $4,196-19.4% | $3,881-12.8% | $6,396-47.1% |
| Admin fee / account holder | $571 | $6,600-91.4% | $6,199-90.8% | $12,562-95.5% |