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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 | $19,695 | $48,053-59.0% | $84,637-76.7% | $72,976-73.0% |
| Participation rate | 48.5% | 57.6%-9.1pp | 68.2%-19.8pp | 69.5%-21.0pp |
| Annual return | 5.01% | 37.39%-32.4pp | 258.82%-253.8pp | 81.02%-76.0pp |
| Employer contribution / active EE | $1,434 | $1,602-10.5% | $2,653-46.0% | $2,440-41.2% |
| Participant deferral / active EE | $1,434 | $2,681-46.5% | $3,900-63.2% | $3,608-60.3% |
| Admin fee / account holder | $919 | $3,395-72.9% | $4,914-81.3% | $5,124-82.1% |