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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 | $34,581 | $70,475-50.9% | $100,530-65.6% | $79,858-56.7% |
| Participation rate | 54.7% | 73.7%-19.0pp | 79.4%-24.7pp | 69.6%-14.9pp |
| Annual return | 12.21% | 21.90%-9.7pp | 30.89%-18.7pp | 31.72%-19.5pp |
| Employer contribution / active EE | $1,512 | $2,165-30.1% | $3,418-55.8% | $2,471-38.8% |
| Participant deferral / active EE | $2,563 | $5,181-50.5% | $6,271-59.1% | $3,740-31.5% |
| Admin fee / account holder | $529 | $4,478-88.2% | $8,083-93.5% | $5,306-90.0% |