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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 | $27,684 | $77,962-64.5% | $178,540-84.5% | $80,935-65.8% |
| Participation rate | 46.1% | 65.7%-19.6pp | 77.1%-31.0pp | 67.7%-21.6pp |
| Annual return | 9.56% | 18.10%-8.5pp | 27.15%-17.6pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,001 | $2,280-56.1% | $3,953-74.7% | $2,757-63.7% |
| Participant deferral / active EE | $2,287 | $4,404-48.1% | $6,281-63.6% | $4,299-46.8% |
| Admin fee / account holder | $3,145 | $7,156-56.1% | $10,424-69.8% | $6,924-54.6% |