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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 | $13,304 | $76,407-82.6% | $150,298-91.1% | $82,448-83.9% |
| Participation rate | 35.1% | 66.4%-31.3pp | 77.8%-42.6pp | 68.1%-32.9pp |
| Annual return | 8.22% | 39.99%-31.8pp | 62.79%-54.6pp | 41.64%-33.4pp |
| Employer contribution / active EE | $1,007 | $2,614-61.5% | $4,154-75.8% | $2,551-60.5% |
| Participant deferral / active EE | $2,847 | $3,214-11.4% | $5,453-47.8% | $4,139-31.2% |
| Admin fee / account holder | $7,047 | $6,352+10.9% | $14,116-50.1% | $7,234-2.6% |