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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 | $32,848 | $84,236-61.0% | $170,435-80.7% | $70,126-53.2% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 11.41% | 23.06%-11.6pp | 205.94%-194.5pp | 73.15%-61.7pp |
| Employer contribution / active EE | $1,254 | $3,387-63.0% | $5,432-76.9% | $2,343-46.5% |
| Participant deferral / active EE | $2,150 | $3,086-30.3% | $4,939-56.5% | $3,332-35.5% |
| Admin fee / account holder | $2,430 | $5,698-57.4% | $13,881-82.5% | $4,645-47.7% |