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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 | $36,546 | $80,983-54.9% | $96,544-62.1% | $75,177-51.4% |
| Participation rate | 48.8% | 71.8%-23.0pp | 76.0%-27.1pp | 67.2%-18.4pp |
| Annual return | 12.14% | 27.05%-14.9pp | 25.88%-13.7pp | 160.75%-148.6pp |
| Employer contribution / active EE | $1,392 | $2,282-39.0% | $2,966-53.1% | $2,671-47.9% |
| Participant deferral / active EE | $2,827 | $3,929-28.1% | $4,851-41.7% | $4,126-31.5% |
| Admin fee / account holder | $3,327 | $6,717-50.5% | $8,254-59.7% | $5,651-41.1% |