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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 | $30,891 | $55,902-44.7% | $76,030-59.4% | $80,959-61.8% |
| Participation rate | 56.5% | 62.1%-5.6pp | 69.1%-12.6pp | 67.7%-11.2pp |
| Annual return | 7.24% | 20.59%-13.3pp | 361.54%-354.3pp | 35.67%-28.4pp |
| Employer contribution / active EE | $1,583 | $1,867-15.2% | $2,688-41.1% | $2,757-42.6% |
| Participant deferral / active EE | $2,816 | $3,051-7.7% | $4,257-33.8% | $4,300-34.5% |
| Admin fee / account holder | $4,898 | $5,239-6.5% | $6,421-23.7% | $6,925-29.3% |