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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 | $40,199 | $101,795-60.5% | $165,100-75.7% | $80,959-50.3% |
| Participation rate | 62.9% | 71.8%-9.0pp | 78.6%-15.8pp | 67.7%-4.8pp |
| Annual return | 10.17% | 16.73%-6.6pp | 70.21%-60.0pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,137 | $2,954-61.5% | $4,348-73.9% | $2,757-58.8% |
| Participant deferral / active EE | $2,034 | $4,476-54.5% | $6,035-66.3% | $4,300-52.7% |
| Admin fee / account holder | $12,272 | $8,221+49.3% | $12,696-3.3% | $6,925+77.2% |