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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 | $23,692 | $53,774-55.9% | $134,162-82.3% | $79,852-70.3% |
| Participation rate | 48.3% | 58.8%-10.5pp | 72.2%-23.9pp | 69.6%-21.4pp |
| Annual return | 3.62% | 19.01%-15.4pp | 36.35%-32.7pp | 31.72%-28.1pp |
| Employer contribution / active EE | $1,032 | $1,322-21.9% | $3,705-72.1% | $2,471-58.2% |
| Participant deferral / active EE | $1,995 | $2,420-17.6% | $3,500-43.0% | $3,740-46.7% |
| Admin fee / account holder | $3,248 | $3,985-18.5% | $6,685-51.4% | $5,306-38.8% |