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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 | $31,380 | $46,877-33.1% | $122,354-74.4% | $70,126-55.3% |
| Participation rate | 44.1% | 58.2%-14.1pp | 71.6%-27.5pp | 69.5%-25.4pp |
| Annual return | 7.93% | 24.22%-16.3pp | 30.28%-22.3pp | 73.15%-65.2pp |
| Employer contribution / active EE | $1,352 | $1,288+4.9% | $4,051-66.6% | $2,343-42.3% |
| Participant deferral / active EE | $2,896 | $2,167+33.6% | $3,287-11.9% | $3,332-13.1% |
| Admin fee / account holder | $12,334 | $3,324+271.1% | $5,479+125.1% | $4,645+165.5% |