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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 | $29,250 | $76,407-61.7% | $150,298-80.5% | $82,448-64.5% |
| Participation rate | 31.3% | 66.4%-35.1pp | 77.8%-46.4pp | 68.1%-36.7pp |
| Annual return | 11.23% | 39.99%-28.8pp | 62.79%-51.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,045 | $2,614-60.0% | $4,154-74.8% | $2,551-59.0% |
| Participant deferral / active EE | $1,259 | $3,214-60.8% | $5,453-76.9% | $4,139-69.6% |
| Admin fee / account holder | $1,735 | $6,352-72.7% | $14,116-87.7% | $7,234-76.0% |