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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 | $77,896-29.1% | $134,172-58.9% | $82,448-33.1% |
| Participation rate | 38.0% | 62.8%-24.8pp | 72.5%-34.5pp | 68.1%-30.1pp |
| Annual return | 5.75% | 18.21%-12.5pp | 25.30%-19.6pp | 41.64%-35.9pp |
| Employer contribution / active EE | $1,286 | $2,159-40.4% | $3,420-62.4% | $2,551-49.6% |
| Participant deferral / active EE | $1,927 | $3,162-39.1% | $4,690-58.9% | $4,139-53.5% |
| Admin fee / account holder | $510 | $6,336-92.0% | $12,016-95.8% | $7,234-93.0% |