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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 | $22,584 | $77,920-71.0% | $149,723-84.9% | $75,177-70.0% |
| Participation rate | 47.9% | 65.6%-17.7pp | 78.8%-30.9pp | 67.2%-19.3pp |
| Annual return | 12.06% | 31.72%-19.7pp | 134.50%-122.4pp | 160.75%-148.7pp |
| Employer contribution / active EE | $1,758 | $3,138-44.0% | $4,821-63.5% | $2,671-34.2% |
| Participant deferral / active EE | $3,527 | $3,411+3.4% | $5,682-37.9% | $4,126-14.5% |
| Admin fee / account holder | $1,323 | $5,951-77.8% | $13,215-90.0% | $5,651-76.6% |