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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 | $30,104 | $102,422-70.6% | $147,117-79.5% | $80,959-62.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 9.57% | 135.16%-125.6pp | 420.54%-411.0pp | 35.67%-26.1pp |
| Employer contribution / active EE | $2,396 | $3,717-35.6% | $4,932-51.4% | $2,757-13.1% |
| Participant deferral / active EE | $2,928 | $6,652-56.0% | $8,065-63.7% | $4,300-31.9% |
| Admin fee / account holder | $2,804 | $7,953-64.7% | $12,993-78.4% | $6,925-59.5% |