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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 | $21,682 | $75,541-71.3% | $152,093-85.7% | $82,637-73.8% |
| Participation rate | 46.9% | 66.5%-19.7pp | 77.8%-30.9pp | 68.1%-21.2pp |
| Annual return | 3.05% | 32.56%-29.5pp | 66.36%-63.3pp | 53.51%-50.5pp |
| Employer contribution / active EE | $1,440 | $2,622-45.1% | $4,175-65.5% | $2,552-43.6% |
| Participant deferral / active EE | $3,278 | $3,206+2.3% | $5,451-39.9% | $4,126-20.6% |
| Admin fee / account holder | $1,943 | $6,405-69.7% | $14,497-86.6% | $7,339-73.5% |