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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 | $31,015 | $47,944-35.3% | $67,834-54.3% | $62,881-50.7% |
| Participation rate | 55.6% | 61.1%-5.5pp | 68.8%-13.2pp | 69.3%-13.7pp |
| Annual return | 2.97% | 11.77%-8.8pp | 138.47%-135.5pp | 20.14%-17.2pp |
| Employer contribution / active EE | $1,197 | $1,562-23.4% | $2,403-50.2% | $2,281-47.5% |
| Participant deferral / active EE | $1,828 | $2,247-18.6% | $3,160-42.1% | $3,203-42.9% |
| Admin fee / account holder | $2,998 | $3,712-19.2% | $4,622-35.2% | $4,296-30.2% |