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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 | $28,955 | $81,358-64.4% | $155,556-81.4% | $80,959-64.2% |
| Participation rate | 44.9% | 66.3%-21.4pp | 78.2%-33.3pp | 67.7%-22.8pp |
| Annual return | 10.11% | 33.39%-23.3pp | 64.84%-54.7pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,652 | $3,106-46.8% | $4,675-64.7% | $2,757-40.1% |
| Participant deferral / active EE | $3,170 | $3,455-8.3% | $5,631-43.7% | $4,300-26.3% |
| Admin fee / account holder | $4,900 | $7,994-38.7% | $15,885-69.2% | $6,925-29.3% |