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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 | $33,204 | $48,011-30.8% | $63,803-48.0% | $82,637-59.8% |
| Participation rate | 52.3% | 66.6%-14.2pp | 72.7%-20.4pp | 68.1%-15.7pp |
| Annual return | 6.81% | 19.84%-13.0pp | 543.72%-536.9pp | 53.51%-46.7pp |
| Employer contribution / active EE | $1,140 | $1,904-40.1% | $2,532-55.0% | $2,552-55.3% |
| Participant deferral / active EE | $1,747 | $2,846-38.6% | $3,843-54.5% | $4,126-57.7% |
| Admin fee / account holder | $4,000 | $3,873+3.3% | $5,196-23.0% | $7,339-45.5% |