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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 | $31,941 | $124,425-74.3% | $112,040-71.5% | $137,256-76.7% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 9.61% | 24.72%-15.1pp | 24.52%-14.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,412 | $3,411-58.6% | $2,954-52.2% | $4,156-66.0% |
| Participant deferral / active EE | $2,361 | $5,718-58.7% | $5,098-53.7% | $6,407-63.1% |
| Admin fee / account holder | $26,670 | $15,207+75.4% | $12,098+120.4% | $12,270+117.4% |