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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 | $38,543 | $77,920-50.5% | $149,723-74.3% | $75,177-48.7% |
| Participation rate | 24.4% | 65.6%-41.2pp | 78.8%-54.4pp | 67.2%-42.8pp |
| Annual return | 11.92% | 31.72%-19.8pp | 134.50%-122.6pp | 160.75%-148.8pp |
| Employer contribution / active EE | $1,469 | $3,138-53.2% | $4,821-69.5% | $2,671-45.0% |
| Participant deferral / active EE | $2,511 | $3,411-26.4% | $5,682-55.8% | $4,126-39.1% |
| Admin fee / account holder | $1,237 | $5,951-79.2% | $13,215-90.6% | $5,651-78.1% |