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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 | $31,883 | $60,349-47.2% | $74,184-57.0% | $62,881-49.3% |
| Participation rate | 61.0% | 72.7%-11.7pp | 76.6%-15.6pp | 69.3%-8.3pp |
| Annual return | 4.34% | 21.38%-17.0pp | 17.74%-13.4pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,193 | $1,680-29.0% | $2,370-49.7% | $2,281-47.7% |
| Participant deferral / active EE | $2,101 | $2,856-26.4% | $3,550-40.8% | $3,203-34.4% |
| Admin fee / account holder | $815 | $4,261-80.9% | $5,586-85.4% | $4,296-81.0% |