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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 | $34,222 | $80,992-57.7% | $96,534-64.5% | $75,173-54.5% |
| Participation rate | 38.2% | 71.8%-33.6pp | 76.0%-37.7pp | 67.2%-29.0pp |
| Annual return | 12.02% | 27.05%-15.0pp | 25.88%-13.9pp | 160.72%-148.7pp |
| Employer contribution / active EE | $1,856 | $2,283-18.7% | $2,965-37.4% | $2,671-30.5% |
| Participant deferral / active EE | $1,931 | $3,929-50.9% | $4,851-60.2% | $4,126-53.2% |
| Admin fee / account holder | $2,294 | $6,717-65.8% | $8,253-72.2% | $5,651-59.4% |