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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 | $57,140-38.0% | $85,240-58.4% | $80,959-56.2% |
| Participation rate | 39.3% | 56.4%-17.1pp | 67.5%-28.2pp | 67.7%-28.4pp |
| Annual return | 5.79% | 21.71%-15.9pp | 66.75%-61.0pp | 35.67%-29.9pp |
| Employer contribution / active EE | $1,693 | $1,802-6.0% | $2,735-38.1% | $2,757-38.6% |
| Participant deferral / active EE | $2,625 | $3,115-15.7% | $4,527-42.0% | $4,300-39.0% |
| Admin fee / account holder | $2,871 | $4,992-42.5% | $6,165-53.4% | $6,925-58.5% |