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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 | $29,750 | $81,358-63.4% | $155,556-80.9% | $80,959-63.3% |
| Participation rate | 30.3% | 66.3%-35.9pp | 78.2%-47.9pp | 67.7%-37.3pp |
| Annual return | 9.04% | 33.39%-24.3pp | 64.84%-55.8pp | 35.67%-26.6pp |
| Employer contribution / active EE | $1,399 | $3,106-55.0% | $4,675-70.1% | $2,757-49.3% |
| Participant deferral / active EE | $1,291 | $3,455-62.6% | $5,631-77.1% | $4,300-70.0% |
| Admin fee / account holder | $1,610 | $7,994-79.9% | $15,885-89.9% | $6,925-76.8% |