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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 | $30,343 | $76,551-60.4% | $123,894-75.5% | $62,881-51.7% |
| Participation rate | 67.0% | 73.0%-5.9pp | 81.4%-14.4pp | 69.3%-2.3pp |
| Annual return | 5.39% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,290 | $2,882-55.2% | $4,617-72.1% | $2,281-43.4% |
| Participant deferral / active EE | $2,319 | $4,840-52.1% | $5,984-61.3% | $3,203-27.6% |
| Admin fee / account holder | $7,400 | $4,826+53.3% | $8,357-11.4% | $4,296+72.3% |