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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 | $39,297 | $58,627-33.0% | $76,735-48.8% | $82,448-52.3% |
| Participation rate | 52.7% | 63.2%-10.5pp | 69.5%-16.8pp | 68.1%-15.3pp |
| Annual return | 10.96% | 39.10%-28.1pp | 29.77%-18.8pp | 41.64%-30.7pp |
| Employer contribution / active EE | $848 | $1,729-51.0% | $2,454-65.5% | $2,551-66.8% |
| Participant deferral / active EE | $1,222 | $3,134-61.0% | $4,088-70.1% | $4,139-70.5% |
| Admin fee / account holder | $5,231 | $5,323-1.7% | $7,189-27.2% | $7,234-27.7% |