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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 | $42,421 | $72,492-41.5% | $87,102-51.3% | $72,983-41.9% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.9%-9.2pp | 69.5%-1.8pp |
| Annual return | 0.88% | 24.46%-23.6pp | 28.19%-27.3pp | 81.01%-80.1pp |
| Employer contribution / active EE | $1,367 | $1,894-27.8% | $2,521-45.8% | $2,440-44.0% |
| Participant deferral / active EE | $2,550 | $3,270-22.0% | $4,048-37.0% | $3,608-29.3% |
| Admin fee / account holder | $4,501 | $5,055-11.0% | $7,491-39.9% | $5,124-12.2% |