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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 | $46,577 | $72,492-35.7% | $87,104-46.5% | $72,975-36.2% |
| Participation rate | 57.6% | 72.8%-15.2pp | 76.9%-19.3pp | 69.5%-11.9pp |
| Annual return | 1.33% | 24.46%-23.1pp | 28.19%-26.9pp | 81.01%-79.7pp |
| Employer contribution / active EE | $1,355 | $1,894-28.4% | $2,521-46.2% | $2,440-44.5% |
| Participant deferral / active EE | $3,067 | $3,270-6.2% | $4,048-24.2% | $3,608-15.0% |
| Admin fee / account holder | $12,462 | $5,055+146.5% | $7,491+66.4% | $5,124+143.2% |