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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 | $28,231 | $76,407-63.1% | $150,298-81.2% | $82,448-65.8% |
| Participation rate | 60.6% | 66.4%-5.8pp | 77.8%-17.2pp | 68.1%-7.5pp |
| Annual return | 12.18% | 39.99%-27.8pp | 62.79%-50.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $1,203 | $2,614-54.0% | $4,154-71.0% | $2,551-52.8% |
| Participant deferral / active EE | $1,495 | $3,214-53.5% | $5,453-72.6% | $4,139-63.9% |
| Admin fee / account holder | $1,176 | $6,352-81.5% | $14,116-91.7% | $7,234-83.7% |