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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 | $77,814-80.2% | $158,223-90.2% | $86,983-82.2% |
| Participation rate | 47.2% | 68.4%-21.2pp | 79.2%-32.0pp | 69.5%-22.3pp |
| Annual return | 11.19% | 30.54%-19.4pp | 52.09%-40.9pp | 25.83%-14.6pp |
| Employer contribution / active EE | $1,105 | $2,592-57.4% | $4,109-73.1% | $2,584-57.2% |
| Participant deferral / active EE | $1,265 | $3,270-61.3% | $5,467-76.9% | $4,194-69.8% |
| Admin fee / account holder | $3,079 | $5,879-47.6% | $16,047-80.8% | $7,856-60.8% |