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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 | $29,766 | $96,731-69.2% | $123,973-76.0% | $86,983-65.8% |
| Participation rate | 60.6% | 70.0%-9.4pp | 76.7%-16.1pp | 69.5%-8.9pp |
| Annual return | 4.86% | 17.33%-12.5pp | 388.13%-383.3pp | 25.83%-21.0pp |
| Employer contribution / active EE | $1,354 | $3,297-58.9% | $4,126-67.2% | $2,584-47.6% |
| Participant deferral / active EE | $2,213 | $4,152-46.7% | $5,247-57.8% | $4,194-47.2% |
| Admin fee / account holder | $518 | $8,722-94.1% | $11,799-95.6% | $7,856-93.4% |