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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 | $23,592 | $76,407-69.1% | $150,298-84.3% | $82,448-71.4% |
| Participation rate | 42.4% | 66.4%-24.0pp | 77.8%-35.3pp | 68.1%-25.6pp |
| Annual return | 4.29% | 39.99%-35.7pp | 62.79%-58.5pp | 41.64%-37.4pp |
| Employer contribution / active EE | $1,251 | $2,614-52.1% | $4,154-69.9% | $2,551-50.9% |
| Participant deferral / active EE | $1,031 | $3,214-67.9% | $5,453-81.1% | $4,139-75.1% |
| Admin fee / account holder | $22,384 | $6,352+252.4% | $14,116+58.6% | $7,234+209.4% |