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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 | $30,702 | $57,073-46.2% | $85,126-63.9% | $80,925-62.1% |
| Participation rate | 52.9% | 56.4%-3.5pp | 67.5%-14.6pp | 67.7%-14.7pp |
| Annual return | 9.13% | 21.69%-12.6pp | 66.63%-57.5pp | 35.65%-26.5pp |
| Employer contribution / active EE | $1,351 | $1,801-25.0% | $2,731-50.5% | $2,756-51.0% |
| Participant deferral / active EE | $2,371 | $3,113-23.8% | $4,523-47.6% | $4,299-44.8% |
| Admin fee / account holder | $1,270 | $4,988-74.5% | $6,160-79.4% | $6,940-81.7% |