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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 | $32,325 | $81,331-60.3% | $155,534-79.2% | $80,935-60.1% |
| Participation rate | 52.8% | 66.3%-13.4pp | 78.2%-25.4pp | 67.7%-14.8pp |
| Annual return | 9.95% | 33.37%-23.4pp | 64.92%-55.0pp | 35.66%-25.7pp |
| Employer contribution / active EE | $1,462 | $3,105-52.9% | $4,675-68.7% | $2,757-47.0% |
| Participant deferral / active EE | $2,431 | $3,454-29.6% | $5,630-56.8% | $4,299-43.4% |
| Admin fee / account holder | $3,267 | $7,999-59.2% | $15,900-79.5% | $6,924-52.8% |