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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 | $30,906 | $58,493-47.2% | $84,023-63.2% | $72,976-57.6% |
| Participation rate | 52.1% | 61.2%-9.2pp | 69.0%-17.0pp | 69.5%-17.4pp |
| Annual return | 15.18% | 28.93%-13.8pp | 71.32%-56.1pp | 81.02%-65.8pp |
| Employer contribution / active EE | $1,078 | $1,163-7.3% | $1,984-45.7% | $2,440-55.8% |
| Participant deferral / active EE | $1,865 | $2,394-22.1% | $3,239-42.4% | $3,608-48.3% |
| Admin fee / account holder | $4,049 | $4,569-11.4% | $6,102-33.6% | $5,124-21.0% |