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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 | $28,499 | $72,486-60.7% | $87,103-67.3% | $72,976-60.9% |
| Participation rate | 55.1% | 72.8%-17.7pp | 76.9%-21.8pp | 69.5%-14.4pp |
| Annual return | 4.47% | 24.46%-20.0pp | 28.19%-23.7pp | 81.02%-76.5pp |
| Employer contribution / active EE | $1,331 | $1,894-29.7% | $2,521-47.2% | $2,440-45.5% |
| Participant deferral / active EE | $1,990 | $3,270-39.1% | $4,049-50.9% | $3,608-44.9% |
| Admin fee / account holder | $4,951 | $5,055-2.0% | $7,491-33.9% | $5,124-3.4% |