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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 | $27,324 | $59,440-54.0% | $78,004-65.0% | $82,637-66.9% |
| Participation rate | 56.4% | 62.8%-6.5pp | 69.4%-13.1pp | 68.1%-11.7pp |
| Annual return | 12.70% | 40.24%-27.5pp | 31.07%-18.4pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,132 | $1,750-35.3% | $2,469-54.1% | $2,552-55.6% |
| Participant deferral / active EE | $1,913 | $3,138-39.0% | $4,092-53.2% | $4,126-53.6% |
| Admin fee / account holder | $2,403 | $5,504-56.3% | $7,578-68.3% | $7,339-67.3% |