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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 | $49,851 | $57,119-12.7% | $85,187-41.5% | $80,935-38.4% |
| Participation rate | 51.3% | 56.4%-5.1pp | 67.5%-16.2pp | 67.7%-16.4pp |
| Annual return | 10.31% | 21.70%-11.4pp | 66.67%-56.4pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,276 | $1,802-29.2% | $2,732-53.3% | $2,757-53.7% |
| Participant deferral / active EE | $2,985 | $3,115-4.2% | $4,525-34.0% | $4,299-30.6% |
| Admin fee / account holder | $732 | $4,990-85.3% | $6,162-88.1% | $6,924-89.4% |