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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 | $28,622 | $73,978-61.3% | $96,515-70.3% | $75,173-61.9% |
| Participation rate | 57.7% | 66.4%-8.7pp | 74.3%-16.6pp | 67.2%-9.5pp |
| Annual return | 10.14% | 26.72%-16.6pp | 35.73%-25.6pp | 160.72%-150.6pp |
| Employer contribution / active EE | $1,215 | $2,931-58.5% | $3,740-67.5% | $2,671-54.5% |
| Participant deferral / active EE | $2,769 | $3,660-24.3% | $4,880-43.3% | $4,126-32.9% |
| Admin fee / account holder | $2,057 | $5,219-60.6% | $6,735-69.5% | $5,651-63.6% |