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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 | $45,235 | $56,544-20.0% | $75,501-40.1% | $70,126-35.5% |
| Participation rate | 35.0% | 68.1%-33.1pp | 72.4%-37.4pp | 69.5%-34.5pp |
| Annual return | 10.21% | 23.59%-13.4pp | 27.35%-17.1pp | 73.15%-62.9pp |
| Employer contribution / active EE | $368 | $1,817-79.8% | $2,352-84.4% | $2,343-84.3% |
| Participant deferral / active EE | $2,026 | $2,580-21.5% | $3,142-35.5% | $3,332-39.2% |
| Admin fee / account holder | $8,150 | $3,827+113.0% | $5,801+40.5% | $4,645+75.4% |