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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 | $31,633 | $86,949-63.6% | $102,460-69.1% | $80,959-60.9% |
| Participation rate | 59.4% | 72.4%-13.0pp | 76.5%-17.1pp | 67.7%-8.3pp |
| Annual return | 9.32% | 18.89%-9.6pp | 29.47%-20.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,027 | $2,370-56.7% | $3,025-66.1% | $2,757-62.8% |
| Participant deferral / active EE | $2,186 | $4,121-47.0% | $5,056-56.8% | $4,300-49.2% |
| Admin fee / account holder | $1,822 | $8,048-77.4% | $9,460-80.7% | $6,925-73.7% |