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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 | $39,658 | $77,896-49.1% | $134,172-70.4% | $82,448-51.9% |
| Participation rate | 53.6% | 62.8%-9.2pp | 72.5%-18.9pp | 68.1%-14.5pp |
| Annual return | 12.20% | 18.21%-6.0pp | 25.30%-13.1pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,289 | $2,159-40.3% | $3,420-62.3% | $2,551-49.5% |
| Participant deferral / active EE | $3,089 | $3,162-2.3% | $4,690-34.2% | $4,139-25.4% |
| Admin fee / account holder | $13,396 | $6,336+111.4% | $12,016+11.5% | $7,234+85.2% |