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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 | $37,179 | $77,908-52.3% | $149,696-75.2% | $75,173-50.5% |
| Participation rate | 64.4% | 65.6%-1.1pp | 78.8%-14.3pp | 67.2%-2.8pp |
| Annual return | 11.52% | 31.73%-20.2pp | 134.46%-122.9pp | 160.72%-149.2pp |
| Employer contribution / active EE | $1,209 | $3,138-61.5% | $4,821-74.9% | $2,671-54.7% |
| Participant deferral / active EE | $2,824 | $3,411-17.2% | $5,682-50.3% | $4,126-31.6% |
| Admin fee / account holder | $3,280 | $5,950-44.9% | $13,212-75.2% | $5,651-41.9% |