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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 | $76,407-71.6% | $150,298-85.6% | $82,448-73.7% |
| Participation rate | 46.9% | 66.4%-19.5pp | 77.8%-30.9pp | 68.1%-21.2pp |
| Annual return | 3.05% | 39.99%-36.9pp | 62.79%-59.7pp | 41.64%-38.6pp |
| Employer contribution / active EE | $1,440 | $2,614-44.9% | $4,154-65.3% | $2,551-43.6% |
| Participant deferral / active EE | $3,278 | $3,214+2.0% | $5,453-39.9% | $4,139-20.8% |
| Admin fee / account holder | $1,943 | $6,352-69.4% | $14,116-86.2% | $7,234-73.1% |