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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 | $35,434 | $57,061-37.9% | $85,063-58.3% | $80,911-56.2% |
| Participation rate | 39.3% | 56.3%-17.1pp | 67.5%-28.2pp | 67.6%-28.4pp |
| Annual return | 5.79% | 21.66%-15.9pp | 66.54%-60.7pp | 35.63%-29.8pp |
| Employer contribution / active EE | $1,693 | $1,799-5.9% | $2,727-37.9% | $2,756-38.6% |
| Participant deferral / active EE | $2,625 | $3,110-15.6% | $4,523-42.0% | $4,297-38.9% |
| Admin fee / account holder | $2,871 | $4,986-42.4% | $6,155-53.4% | $6,935-58.6% |