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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 | $60,442-37.2% | $96,754-60.7% | $87,485-56.6% |
| Participation rate | 48.1% | 58.7%-10.6pp | 70.3%-22.1pp | 68.9%-20.8pp |
| Annual return | 11.00% | 21.97%-11.0pp | 82.04%-71.0pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,193 | $1,691-29.4% | $2,679-55.5% | $2,596-54.0% |
| Participant deferral / active EE | $1,250 | $3,280-61.9% | $4,758-73.7% | $4,274-70.7% |
| Admin fee / account holder | $1,065 | $5,069-79.0% | $8,905-88.0% | $7,775-86.3% |