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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 | $21,857 | $47,944-54.4% | $67,834-67.8% | $62,881-65.2% |
| Participation rate | 53.2% | 61.1%-7.9pp | 68.8%-15.6pp | 69.3%-16.1pp |
| Annual return | 1.47% | 11.77%-10.3pp | 138.47%-137.0pp | 20.14%-18.7pp |
| Employer contribution / active EE | $1,449 | $1,562-7.2% | $2,403-39.7% | $2,281-36.5% |
| Participant deferral / active EE | $1,536 | $2,247-31.6% | $3,160-51.4% | $3,203-52.0% |
| Admin fee / account holder | $2,784 | $3,712-25.0% | $4,622-39.8% | $4,296-35.2% |