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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 | $32,100 | $76,407-58.0% | $150,298-78.6% | $82,448-61.1% |
| Participation rate | 55.9% | 66.4%-10.5pp | 77.8%-21.8pp | 68.1%-12.1pp |
| Annual return | 12.02% | 39.99%-28.0pp | 62.79%-50.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,677 | $2,614-35.8% | $4,154-59.6% | $2,551-34.2% |
| Participant deferral / active EE | $2,833 | $3,214-11.9% | $5,453-48.0% | $4,139-31.6% |
| Admin fee / account holder | $13,178 | $6,352+107.5% | $14,116-6.6% | $7,234+82.2% |