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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 | $25,090 | $81,276-69.1% | $155,574-83.9% | $80,925-69.0% |
| Participation rate | 47.4% | 66.2%-18.9pp | 78.2%-30.8pp | 67.7%-20.3pp |
| Annual return | 9.98% | 33.36%-23.4pp | 64.87%-54.9pp | 35.65%-25.7pp |
| Employer contribution / active EE | $1,098 | $3,103-64.6% | $4,676-76.5% | $2,756-60.2% |
| Participant deferral / active EE | $2,890 | $3,453-16.3% | $5,629-48.7% | $4,299-32.8% |
| Admin fee / account holder | $2,462 | $7,993-69.2% | $15,914-84.5% | $6,940-64.5% |