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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 | $27,257 | $73,978-63.2% | $96,515-71.8% | $75,173-63.7% |
| Participation rate | 34.9% | 66.4%-31.5pp | 74.3%-39.5pp | 67.2%-32.3pp |
| Annual return | 8.82% | 26.72%-17.9pp | 35.73%-26.9pp | 160.72%-151.9pp |
| Employer contribution / active EE | $968 | $2,931-67.0% | $3,740-74.1% | $2,671-63.8% |
| Participant deferral / active EE | $2,136 | $3,660-41.6% | $4,880-56.2% | $4,126-48.2% |
| Admin fee / account holder | $2,693 | $5,219-48.4% | $6,735-60.0% | $5,651-52.3% |