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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 | $32,660 | $78,423-58.4% | $95,964-66.0% | $79,856-59.1% |
| Participation rate | 53.7% | 73.5%-19.8pp | 77.1%-23.4pp | 69.6%-15.9pp |
| Annual return | 1.59% | 19.37%-17.8pp | 91.64%-90.1pp | 31.71%-30.1pp |
| Employer contribution / active EE | $1,441 | $1,945-25.9% | $2,541-43.3% | $2,471-41.7% |
| Participant deferral / active EE | $2,372 | $3,440-31.0% | $4,167-43.1% | $3,741-36.6% |
| Admin fee / account holder | $729 | $5,622-87.0% | $6,797-89.3% | $5,306-86.3% |