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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 | $23,100 | $81,262-71.6% | $155,602-85.2% | $80,911-71.4% |
| Participation rate | 48.6% | 66.2%-17.7pp | 78.2%-29.6pp | 67.6%-19.1pp |
| Annual return | 10.33% | 33.34%-23.0pp | 64.81%-54.5pp | 35.63%-25.3pp |
| Employer contribution / active EE | $1,119 | $3,102-63.9% | $4,675-76.1% | $2,756-59.4% |
| Participant deferral / active EE | $2,068 | $3,451-40.1% | $5,629-63.3% | $4,297-51.9% |
| Admin fee / account holder | $2,415 | $7,992-69.8% | $15,923-84.8% | $6,935-65.2% |