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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 | $39,208 | $86,298-54.6% | $111,308-64.8% | $85,847-54.3% |
| Participation rate | 61.5% | 73.3%-11.8pp | 77.3%-15.8pp | 69.3%-7.8pp |
| Annual return | 2.68% | 19.99%-17.3pp | 54.67%-52.0pp | 318.61%-315.9pp |
| Employer contribution / active EE | $1,409 | $2,044-31.1% | $2,732-48.4% | $2,565-45.1% |
| Participant deferral / active EE | $1,797 | $3,641-50.6% | $4,487-60.0% | $3,952-54.5% |
| Admin fee / account holder | $6,540 | $8,189-20.1% | $7,965-17.9% | $6,261+4.5% |