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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 | $30,008 | $105,158-71.5% | $94,672-68.3% | $139,487-78.5% |
| Participation rate | 30.0% | 82.4%-52.4pp | 80.8%-50.8pp | 80.3%-50.3pp |
| Annual return | 10.69% | 38.11%-27.4pp | 156.89%-146.2pp | 373.84%-363.2pp |
| Employer contribution / active EE | $1,096 | $4,107-73.3% | $3,673-70.2% | $4,755-77.0% |
| Participant deferral / active EE | $3,320 | $7,599-56.3% | $7,417-55.2% | $6,713-50.5% |
| Admin fee / account holder | $5,350 | $8,972-40.4% | $7,222-25.9% | $11,407-53.1% |