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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 | $44,226 | $57,140-22.6% | $85,240-48.1% | $80,959-45.4% |
| Participation rate | 50.0% | 56.4%-6.4pp | 67.5%-17.5pp | 67.7%-17.7pp |
| Annual return | 9.66% | 21.71%-12.1pp | 66.75%-57.1pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,534 | $1,802-14.8% | $2,735-43.9% | $2,757-44.3% |
| Participant deferral / active EE | $2,662 | $3,115-14.5% | $4,527-41.2% | $4,300-38.1% |
| Admin fee / account holder | $1,664 | $4,992-66.7% | $6,165-73.0% | $6,925-76.0% |