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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 | $34,260 | $78,015-56.1% | $178,505-80.8% | $80,959-57.7% |
| Participation rate | 51.2% | 65.7%-14.5pp | 77.1%-26.0pp | 67.7%-16.5pp |
| Annual return | 10.36% | 18.10%-7.7pp | 27.16%-16.8pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,242 | $2,281-45.6% | $3,955-68.6% | $2,757-55.0% |
| Participant deferral / active EE | $2,243 | $4,406-49.1% | $6,280-64.3% | $4,300-47.8% |
| Admin fee / account holder | $3,764 | $7,160-47.4% | $10,428-63.9% | $6,925-45.7% |