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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 | $17,723 | $81,358-78.2% | $155,556-88.6% | $80,959-78.1% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 9.03% | 33.39%-24.4pp | 64.84%-55.8pp | 35.67%-26.6pp |
| Employer contribution / active EE | $1,133 | $3,106-63.5% | $4,675-75.8% | $2,757-58.9% |
| Participant deferral / active EE | $2,484 | $3,455-28.1% | $5,631-55.9% | $4,300-42.2% |
| Admin fee / account holder | $946 | $7,994-88.2% | $15,885-94.0% | $6,925-86.3% |