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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 | $28,221 | $57,140-50.6% | $85,240-66.9% | $80,959-65.1% |
| Participation rate | 48.3% | 56.4%-8.1pp | 67.5%-19.3pp | 67.7%-19.4pp |
| Annual return | 9.83% | 21.71%-11.9pp | 66.75%-56.9pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,130 | $1,802-37.3% | $2,735-58.7% | $2,757-59.0% |
| Participant deferral / active EE | $1,181 | $3,115-62.1% | $4,527-73.9% | $4,300-72.5% |
| Admin fee / account holder | $307 | $4,992-93.8% | $6,165-95.0% | $6,925-95.6% |