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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 | $30,116 | $102,422-70.6% | $147,117-79.5% | $80,959-62.8% |
| Participation rate | 56.7% | 75.9%-19.2pp | 82.2%-25.5pp | 67.7%-11.0pp |
| Annual return | 9.89% | 135.16%-125.3pp | 420.54%-410.7pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,130 | $3,717-69.6% | $4,932-77.1% | $2,757-59.0% |
| Participant deferral / active EE | $4,237 | $6,652-36.3% | $8,065-47.5% | $4,300-1.5% |
| Admin fee / account holder | $3,919 | $7,953-50.7% | $12,993-69.8% | $6,925-43.4% |