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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 | $28,301 | $88,672-68.1% | $105,223-73.1% | $82,448-65.7% |
| Participation rate | 53.6% | 67.9%-14.4pp | 75.0%-21.5pp | 68.1%-14.5pp |
| Annual return | 4.50% | 30.86%-26.4pp | 180.65%-176.1pp | 41.64%-37.1pp |
| Employer contribution / active EE | $1,281 | $3,048-58.0% | $3,689-65.3% | $2,551-49.8% |
| Participant deferral / active EE | $2,820 | $4,036-30.1% | $5,072-44.4% | $4,139-31.9% |
| Admin fee / account holder | $4,956 | $7,146-30.6% | $8,859-44.1% | $7,234-31.5% |