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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 | $32,085 | $80,992-60.4% | $96,534-66.8% | $75,173-57.3% |
| Participation rate | 40.3% | 71.8%-31.5pp | 76.0%-35.7pp | 67.2%-26.9pp |
| Annual return | 8.46% | 27.05%-18.6pp | 25.88%-17.4pp | 160.72%-152.3pp |
| Employer contribution / active EE | $1,064 | $2,283-53.4% | $2,965-64.1% | $2,671-60.2% |
| Participant deferral / active EE | $2,142 | $3,929-45.5% | $4,851-55.8% | $4,126-48.1% |
| Admin fee / account holder | $562 | $6,717-91.6% | $8,253-93.2% | $5,651-90.1% |