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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 | $20,740 | $78,027-73.4% | $178,528-88.4% | $80,925-74.4% |
| Participation rate | 52.0% | 65.7%-13.7pp | 77.1%-25.1pp | 67.7%-15.7pp |
| Annual return | 1.74% | 18.09%-16.3pp | 27.11%-25.4pp | 35.65%-33.9pp |
| Employer contribution / active EE | $1,294 | $2,281-43.3% | $3,950-67.3% | $2,756-53.1% |
| Participant deferral / active EE | $3,773 | $4,408-14.4% | $6,278-39.9% | $4,299-12.2% |
| Admin fee / account holder | $3,863 | $7,168-46.1% | $10,419-62.9% | $6,940-44.3% |