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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 | $20,871 | $76,407-72.7% | $150,298-86.1% | $82,448-74.7% |
| Participation rate | 41.4% | 66.4%-25.0pp | 77.8%-36.3pp | 68.1%-26.6pp |
| Annual return | 13.10% | 39.99%-26.9pp | 62.79%-49.7pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,376 | $2,614-47.4% | $4,154-66.9% | $2,551-46.1% |
| Participant deferral / active EE | $858 | $3,214-73.3% | $5,453-84.3% | $4,139-79.3% |
| Admin fee / account holder | $1,727 | $6,352-72.8% | $14,116-87.8% | $7,234-76.1% |