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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 | $31,159 | $73,787-57.8% | $98,716-68.4% | $82,448-62.2% |
| Participation rate | 48.2% | 61.4%-13.2pp | 69.3%-21.1pp | 68.1%-19.8pp |
| Annual return | 10.01% | 18.57%-8.6pp | 31.81%-21.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $1,176 | $1,511-22.2% | $2,279-48.4% | $2,551-53.9% |
| Participant deferral / active EE | $2,338 | $3,081-24.1% | $4,048-42.2% | $4,139-43.5% |
| Admin fee / account holder | $27,931 | $6,500+329.7% | $8,703+220.9% | $7,234+286.1% |