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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 | $41,071 | $76,407-46.2% | $150,298-72.7% | $82,448-50.2% |
| Participation rate | 34.6% | 66.4%-31.8pp | 77.8%-43.1pp | 68.1%-33.5pp |
| Annual return | 12.48% | 39.99%-27.5pp | 62.79%-50.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,399 | $2,614-46.5% | $4,154-66.3% | $2,551-45.2% |
| Participant deferral / active EE | $1,266 | $3,214-60.6% | $5,453-76.8% | $4,139-69.4% |
| Admin fee / account holder | $758 | $6,352-88.1% | $14,116-94.6% | $7,234-89.5% |