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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 | $42,032 | $71,197-41.0% | $93,669-55.1% | $80,925-48.1% |
| Participation rate | 51.6% | 60.4%-8.8pp | 68.7%-17.1pp | 67.7%-16.0pp |
| Annual return | 8.49% | 11.27%-2.8pp | 133.59%-125.1pp | 35.65%-27.2pp |
| Employer contribution / active EE | $1,589 | $1,565+1.5% | $2,424-34.5% | $2,756-42.4% |
| Participant deferral / active EE | $2,872 | $4,036-28.8% | $4,416-35.0% | $4,299-33.2% |
| Admin fee / account holder | $4,713 | $6,959-32.3% | $8,291-43.2% | $6,940-32.1% |