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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 | $31,314 | $95,406-67.2% | $185,849-83.2% | $85,847-63.5% |
| Participation rate | 56.3% | 68.8%-12.5pp | 81.7%-25.5pp | 69.3%-13.1pp |
| Annual return | 7.25% | 23.59%-16.3pp | 122.10%-114.8pp | 318.61%-311.4pp |
| Employer contribution / active EE | $1,581 | $3,314-52.3% | $5,169-69.4% | $2,565-38.4% |
| Participant deferral / active EE | $2,940 | $3,424-14.1% | $5,569-47.2% | $3,952-25.6% |
| Admin fee / account holder | $2,780 | $7,214-61.5% | $16,244-82.9% | $6,261-55.6% |