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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 | $36,629 | $76,407-52.1% | $150,298-75.6% | $82,448-55.6% |
| Participation rate | 47.6% | 66.4%-18.8pp | 77.8%-30.2pp | 68.1%-20.5pp |
| Annual return | 5.64% | 39.99%-34.4pp | 62.79%-57.1pp | 41.64%-36.0pp |
| Employer contribution / active EE | $1,122 | $2,614-57.1% | $4,154-73.0% | $2,551-56.0% |
| Participant deferral / active EE | $1,695 | $3,214-47.3% | $5,453-68.9% | $4,139-59.1% |
| Admin fee / account holder | $1,717 | $6,352-73.0% | $14,116-87.8% | $7,234-76.3% |