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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 | $31,195 | $91,086-65.8% | $203,872-84.7% | $86,983-64.1% |
| Participation rate | 32.3% | 65.8%-33.6pp | 77.8%-45.5pp | 69.5%-37.3pp |
| Annual return | 12.33% | 22.30%-10.0pp | 85.11%-72.8pp | 25.83%-13.5pp |
| Employer contribution / active EE | $1,082 | $2,063-47.6% | $3,757-71.2% | $2,584-58.1% |
| Participant deferral / active EE | $1,405 | $4,019-65.0% | $6,388-78.0% | $4,194-66.5% |
| Admin fee / account holder | $1,387 | $8,987-84.6% | $11,730-88.2% | $7,856-82.3% |