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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 | $30,851 | $91,198-66.2% | $178,503-82.7% | $79,856-61.4% |
| Participation rate | 51.7% | 69.2%-17.5pp | 81.9%-30.2pp | 69.6%-17.9pp |
| Annual return | 8.23% | 24.20%-16.0pp | 151.12%-142.9pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,262 | $3,257-61.2% | $5,011-74.8% | $2,471-48.9% |
| Participant deferral / active EE | $2,278 | $3,237-29.6% | $5,202-56.2% | $3,741-39.1% |
| Admin fee / account holder | $7,792 | $6,748+15.5% | $13,987-44.3% | $5,306+46.8% |