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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 | $29,080 | $91,179-68.1% | $178,499-83.7% | $79,852-63.6% |
| Participation rate | 61.5% | 69.2%-7.7pp | 81.9%-20.4pp | 69.6%-8.1pp |
| Annual return | 7.48% | 24.19%-16.7pp | 151.10%-143.6pp | 31.72%-24.2pp |
| Employer contribution / active EE | $1,314 | $3,256-59.6% | $5,011-73.8% | $2,471-46.8% |
| Participant deferral / active EE | $2,198 | $3,236-32.1% | $5,202-57.8% | $3,740-41.2% |
| Admin fee / account holder | $4,042 | $6,749-40.1% | $13,986-71.1% | $5,306-23.8% |