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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 | $15,443 | $75,541-79.6% | $152,093-89.8% | $82,637-81.3% |
| Participation rate | 47.2% | 66.5%-19.3pp | 77.8%-30.5pp | 68.1%-20.8pp |
| Annual return | 11.19% | 32.56%-21.4pp | 66.36%-55.2pp | 53.51%-42.3pp |
| Employer contribution / active EE | $1,105 | $2,622-57.9% | $4,175-73.5% | $2,552-56.7% |
| Participant deferral / active EE | $1,265 | $3,206-60.5% | $5,451-76.8% | $4,126-69.3% |
| Admin fee / account holder | $3,079 | $6,405-51.9% | $14,497-78.8% | $7,339-58.0% |