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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 | $26,996 | $79,557-66.1% | $118,746-77.3% | $70,126-61.5% |
| Participation rate | 35.4% | 71.4%-35.9pp | 78.3%-42.9pp | 69.5%-34.1pp |
| Annual return | 5.57% | 25.64%-20.1pp | 24.54%-19.0pp | 73.15%-67.6pp |
| Employer contribution / active EE | $1,165 | $2,861-59.3% | $4,193-72.2% | $2,343-50.3% |
| Participant deferral / active EE | $1,868 | $4,089-54.3% | $5,332-65.0% | $3,332-43.9% |
| Admin fee / account holder | $773 | $5,374-85.6% | $10,720-92.8% | $4,645-83.3% |