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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 | $25,192 | $73,988-66.0% | $96,538-73.9% | $75,177-66.5% |
| Participation rate | 37.9% | 66.4%-28.5pp | 74.3%-36.4pp | 67.2%-29.3pp |
| Annual return | 12.78% | 26.73%-13.9pp | 35.74%-23.0pp | 160.75%-148.0pp |
| Employer contribution / active EE | $1,205 | $2,930-58.9% | $3,740-67.8% | $2,671-54.9% |
| Participant deferral / active EE | $2,638 | $3,660-27.9% | $4,880-46.0% | $4,126-36.1% |
| Admin fee / account holder | $2,878 | $5,220-44.9% | $6,737-57.3% | $5,651-49.1% |