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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 | $36,911 | $84,236-56.2% | $170,435-78.3% | $70,126-47.4% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 11.33% | 23.06%-11.7pp | 205.94%-194.6pp | 73.15%-61.8pp |
| Employer contribution / active EE | $1,462 | $3,387-56.8% | $5,432-73.1% | $2,343-37.6% |
| Participant deferral / active EE | $1,466 | $3,086-52.5% | $4,939-70.3% | $3,332-56.0% |
| Admin fee / account holder | $355 | $5,698-93.8% | $13,881-97.4% | $4,645-92.4% |