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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 | $43,861 | $60,349-27.3% | $74,184-40.9% | $62,881-30.2% |
| Participation rate | 67.7% | 72.7%-5.0pp | 76.6%-8.9pp | 69.3%-1.6pp |
| Annual return | 4.50% | 21.38%-16.9pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,127 | $1,680-32.9% | $2,370-52.5% | $2,281-50.6% |
| Participant deferral / active EE | $2,057 | $2,856-28.0% | $3,550-42.1% | $3,203-35.8% |
| Admin fee / account holder | $513 | $4,261-88.0% | $5,586-90.8% | $4,296-88.1% |