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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 | $49,877 | $95,404-47.7% | $113,397-56.0% | $82,637-39.6% |
| Participation rate | 32.0% | 72.8%-40.8pp | 76.5%-44.5pp | 68.1%-36.1pp |
| Annual return | 5.01% | 19.08%-14.1pp | 23.20%-18.2pp | 53.51%-48.5pp |
| Employer contribution / active EE | $1,380 | $2,307-40.2% | $2,977-53.6% | $2,552-45.9% |
| Participant deferral / active EE | $2,288 | $4,220-45.8% | $5,076-54.9% | $4,126-44.5% |
| Admin fee / account holder | $1,938 | $9,168-78.9% | $11,957-83.8% | $7,339-73.6% |