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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 | $37,983 | $57,590-34.0% | $86,233-56.0% | $82,448-53.9% |
| Participation rate | 48.1% | 57.9%-9.7pp | 69.0%-20.9pp | 68.1%-19.9pp |
| Annual return | 11.00% | 22.41%-11.4pp | 61.39%-50.4pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,193 | $1,655-27.9% | $2,504-52.4% | $2,551-53.2% |
| Participant deferral / active EE | $1,250 | $3,080-59.4% | $4,559-72.6% | $4,139-69.8% |
| Admin fee / account holder | $1,065 | $4,730-77.5% | $8,342-87.2% | $7,234-85.3% |