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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 | $26,553 | $48,078-44.8% | $78,676-66.3% | $62,881-57.8% |
| Participation rate | 59.3% | 65.2%-5.9pp | 73.6%-14.3pp | 69.3%-10.0pp |
| Annual return | 4.13% | 31.36%-27.2pp | 62.19%-58.1pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,574 | $2,015-21.9% | $2,850-44.8% | $2,281-31.0% |
| Participant deferral / active EE | $2,712 | $2,587+4.8% | $3,517-22.9% | $3,203-15.3% |
| Admin fee / account holder | $3,662 | $3,206+14.2% | $4,510-18.8% | $4,296-14.7% |