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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 | $22,719 | $76,407-70.3% | $150,298-84.9% | $82,448-72.4% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 9.31% | 39.99%-30.7pp | 62.79%-53.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,280 | $2,614-51.0% | $4,154-69.2% | $2,551-49.8% |
| Participant deferral / active EE | $2,304 | $3,214-28.3% | $5,453-57.7% | $4,139-44.3% |
| Admin fee / account holder | $4,249 | $6,352-33.1% | $14,116-69.9% | $7,234-41.3% |