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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 | $26,236 | $89,532-70.7% | $103,431-74.6% | $80,911-67.6% |
| Participation rate | 35.1% | 76.0%-40.9pp | 80.5%-45.4pp | 67.6%-32.6pp |
| Annual return | 10.79% | 22.80%-12.0pp | 23.92%-13.1pp | 35.63%-24.8pp |
| Employer contribution / active EE | $1,067 | $4,023-73.5% | $4,678-77.2% | $2,756-61.3% |
| Participant deferral / active EE | $2,003 | $5,459-63.3% | $6,625-69.8% | $4,297-53.4% |
| Admin fee / account holder | $6,251 | $6,774-7.7% | $9,412-33.6% | $6,935-9.9% |