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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 | $28,095 | $46,877-40.1% | $122,354-77.0% | $70,126-59.9% |
| Participation rate | 38.7% | 58.2%-19.5pp | 71.6%-32.9pp | 69.5%-30.8pp |
| Annual return | 10.51% | 24.22%-13.7pp | 30.28%-19.8pp | 73.15%-62.6pp |
| Employer contribution / active EE | $630 | $1,288-51.1% | $4,051-84.4% | $2,343-73.1% |
| Participant deferral / active EE | $1,103 | $2,167-49.1% | $3,287-66.4% | $3,332-66.9% |
| Admin fee / account holder | $3,030 | $3,324-8.9% | $5,479-44.7% | $4,645-34.8% |