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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 | $29,923 | $70,684-57.7% | $169,390-82.3% | $75,173-60.2% |
| Participation rate | 41.5% | 64.8%-23.3pp | 77.2%-35.7pp | 67.2%-25.7pp |
| Annual return | 10.96% | 36.38%-25.4pp | 406.07%-395.1pp | 160.72%-149.8pp |
| Employer contribution / active EE | $1,059 | $2,211-52.1% | $4,013-73.6% | $2,671-60.4% |
| Participant deferral / active EE | $1,594 | $4,310-63.0% | $6,222-74.4% | $4,126-61.4% |
| Admin fee / account holder | $6,482 | $5,404+20.0% | $9,015-28.1% | $5,651+14.7% |