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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 | $39,131 | $60,349-35.2% | $74,184-47.3% | $62,881-37.8% |
| Participation rate | 60.9% | 72.7%-11.9pp | 76.6%-15.7pp | 69.3%-8.4pp |
| Annual return | 3.92% | 21.38%-17.5pp | 17.74%-13.8pp | 20.14%-16.2pp |
| Employer contribution / active EE | $781 | $1,680-53.5% | $2,370-67.0% | $2,281-65.7% |
| Participant deferral / active EE | $1,749 | $2,856-38.8% | $3,550-50.7% | $3,203-45.4% |
| Admin fee / account holder | $4,186 | $4,261-1.8% | $5,586-25.1% | $4,296-2.6% |