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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 | $40,773 | $77,901-47.7% | $149,717-72.8% | $75,181-45.8% |
| Participation rate | 38.3% | 65.6%-27.2pp | 78.8%-40.4pp | 67.2%-28.9pp |
| Annual return | 9.85% | 31.73%-21.9pp | 134.41%-124.6pp | 160.69%-150.8pp |
| Employer contribution / active EE | $1,219 | $3,137-61.1% | $4,820-74.7% | $2,671-54.3% |
| Participant deferral / active EE | $1,058 | $3,411-69.0% | $5,682-81.4% | $4,126-74.4% |
| Admin fee / account holder | $2,049 | $5,949-65.6% | $13,213-84.5% | $5,650-63.7% |