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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 | $57,140-46.3% | $85,240-64.0% | $80,959-62.1% |
| Participation rate | 52.9% | 56.4%-3.5pp | 67.5%-14.6pp | 67.7%-14.7pp |
| Annual return | 9.13% | 21.71%-12.6pp | 66.75%-57.6pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,351 | $1,802-25.0% | $2,735-50.6% | $2,757-51.0% |
| Participant deferral / active EE | $2,371 | $3,115-23.9% | $4,527-47.6% | $4,300-44.9% |
| Admin fee / account holder | $1,270 | $4,992-74.6% | $6,165-79.4% | $6,925-81.7% |