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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 | $31,516 | $106,749-70.5% | $145,433-78.3% | $82,448-61.8% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 11.04% | 27.59%-16.5pp | 66.58%-55.5pp | 41.64%-30.6pp |
| Employer contribution / active EE | $2,104 | $3,444-38.9% | $4,554-53.8% | $2,551-17.5% |
| Participant deferral / active EE | $3,184 | $6,519-51.2% | $7,897-59.7% | $4,139-23.1% |
| Admin fee / account holder | $1,674 | $8,390-80.0% | $13,129-87.2% | $7,234-76.9% |