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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 | $29,895 | $78,423-61.9% | $95,964-68.8% | $79,856-62.6% |
| Participation rate | 61.4% | 73.5%-12.1pp | 77.1%-15.7pp | 69.6%-8.2pp |
| Annual return | 6.68% | 19.37%-12.7pp | 91.64%-85.0pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,293 | $1,945-33.5% | $2,541-49.1% | $2,471-47.7% |
| Participant deferral / active EE | $2,270 | $3,440-34.0% | $4,167-45.5% | $3,741-39.3% |
| Admin fee / account holder | $1,660 | $5,622-70.5% | $6,797-75.6% | $5,306-68.7% |