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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 | $31,249 | $51,638-39.5% | $68,368-54.3% | $82,448-62.1% |
| Participation rate | 38.5% | 63.6%-25.1pp | 73.8%-35.3pp | 68.1%-29.6pp |
| Annual return | 10.61% | 37.53%-26.9pp | 292.57%-282.0pp | 41.64%-31.0pp |
| Employer contribution / active EE | $2,106 | $2,047+2.9% | $2,649-20.5% | $2,551-17.4% |
| Participant deferral / active EE | $2,166 | $2,914-25.7% | $4,123-47.5% | $4,139-47.7% |
| Admin fee / account holder | $2,415 | $4,643-48.0% | $5,150-53.1% | $7,234-66.6% |