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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 | $40,685 | $80,983-49.8% | $96,544-57.9% | $75,177-45.9% |
| Participation rate | 59.5% | 71.8%-12.3pp | 76.0%-16.5pp | 67.2%-7.7pp |
| Annual return | 1.06% | 27.05%-26.0pp | 25.88%-24.8pp | 160.75%-159.7pp |
| Employer contribution / active EE | $1,501 | $2,282-34.2% | $2,966-49.4% | $2,671-43.8% |
| Participant deferral / active EE | $2,734 | $3,929-30.4% | $4,851-43.6% | $4,126-33.7% |
| Admin fee / account holder | $2,359 | $6,717-64.9% | $8,254-71.4% | $5,651-58.3% |