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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 | $55,189 | $80,855-31.7% | $153,416-64.0% | $86,983-36.6% |
| Participation rate | 38.0% | 64.1%-26.1pp | 74.3%-36.3pp | 69.5%-31.5pp |
| Annual return | 5.75% | 16.18%-10.4pp | 17.84%-12.1pp | 25.83%-20.1pp |
| Employer contribution / active EE | $1,286 | $2,308-44.3% | $3,764-65.8% | $2,584-50.2% |
| Participant deferral / active EE | $1,927 | $3,333-42.2% | $4,723-59.2% | $4,194-54.1% |
| Admin fee / account holder | $510 | $6,908-92.6% | $13,095-96.1% | $7,856-93.5% |