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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 | $78,015-73.4% | $178,505-88.4% | $80,959-74.4% |
| Participation rate | 52.0% | 65.7%-13.7pp | 77.1%-25.1pp | 67.7%-15.7pp |
| Annual return | 1.74% | 18.10%-16.4pp | 27.16%-25.4pp | 35.67%-33.9pp |
| Employer contribution / active EE | $1,294 | $2,281-43.3% | $3,955-67.3% | $2,757-53.1% |
| Participant deferral / active EE | $3,773 | $4,406-14.4% | $6,280-39.9% | $4,300-12.3% |
| Admin fee / account holder | $3,863 | $7,160-46.0% | $10,428-63.0% | $6,925-44.2% |