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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 | $32,112 | $76,407-58.0% | $150,298-78.6% | $82,448-61.1% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 12.21% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,294 | $2,614-50.5% | $4,154-68.9% | $2,551-49.3% |
| Participant deferral / active EE | $2,643 | $3,214-17.8% | $5,453-51.5% | $4,139-36.1% |
| Admin fee / account holder | $6,432 | $6,352+1.3% | $14,116-54.4% | $7,234-11.1% |