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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 | $48,127 | $72,492-33.6% | $87,104-44.7% | $72,975-34.1% |
| Participation rate | 26.9% | 72.8%-45.9pp | 76.9%-49.9pp | 69.5%-42.6pp |
| Annual return | 15.62% | 24.46%-8.8pp | 28.19%-12.6pp | 81.01%-65.4pp |
| Employer contribution / active EE | $1,782 | $1,894-5.9% | $2,521-29.3% | $2,440-27.0% |
| Participant deferral / active EE | $2,779 | $3,270-15.0% | $4,048-31.3% | $3,608-23.0% |
| Admin fee / account holder | $1,373 | $5,055-72.8% | $7,491-81.7% | $5,124-73.2% |