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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 | $32,647 | $68,880-52.6% | $120,580-72.9% | $80,959-59.7% |
| Participation rate | 56.3% | 61.7%-5.5pp | 72.0%-15.7pp | 67.7%-11.4pp |
| Annual return | 9.04% | 23.68%-14.6pp | 107.48%-98.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $1,250 | $2,066-39.5% | $3,469-64.0% | $2,757-54.6% |
| Participant deferral / active EE | $2,056 | $3,191-35.6% | $4,995-58.8% | $4,300-52.2% |
| Admin fee / account holder | $334 | $5,785-94.2% | $9,418-96.5% | $6,925-95.2% |