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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 | $33,088 | $59,839-44.7% | $81,991-59.6% | $79,852-58.6% |
| Participation rate | 59.7% | 61.6%-1.9pp | 69.3%-9.5pp | 69.6%-9.9pp |
| Annual return | 8.90% | 17.56%-8.7pp | 41.31%-32.4pp | 31.72%-22.8pp |
| Employer contribution / active EE | $1,003 | $1,713-41.5% | $2,498-59.9% | $2,471-59.4% |
| Participant deferral / active EE | $1,625 | $2,695-39.7% | $3,722-56.3% | $3,740-56.5% |
| Admin fee / account holder | $4,798 | $4,287+11.9% | $5,665-15.3% | $5,306-9.6% |