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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 | $30,604 | $90,400-66.1% | $186,193-83.6% | $87,485-65.0% |
| Participation rate | 59.3% | 66.2%-6.9pp | 77.1%-17.9pp | 68.9%-9.7pp |
| Annual return | 8.08% | 22.15%-14.1pp | 78.03%-69.9pp | 26.06%-18.0pp |
| Employer contribution / active EE | $956 | $2,170-56.0% | $3,918-75.6% | $2,596-63.2% |
| Participant deferral / active EE | $2,929 | $4,330-32.4% | $6,513-55.0% | $4,274-31.5% |
| Admin fee / account holder | $7,282 | $8,673-16.0% | $11,058-34.1% | $7,775-6.3% |