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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 | $31,113 | $101,798-69.4% | $165,071-81.2% | $80,935-61.6% |
| Participation rate | 51.9% | 71.8%-20.0pp | 78.6%-26.8pp | 67.7%-15.8pp |
| Annual return | 6.32% | 16.73%-10.4pp | 70.17%-63.9pp | 35.66%-29.3pp |
| Employer contribution / active EE | $1,865 | $2,954-36.9% | $4,347-57.1% | $2,757-32.3% |
| Participant deferral / active EE | $3,426 | $4,476-23.5% | $6,035-43.2% | $4,299-20.3% |
| Admin fee / account holder | $523 | $8,221-93.6% | $12,695-95.9% | $6,924-92.4% |