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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 | $25,530 | $47,944-46.8% | $67,834-62.4% | $62,881-59.4% |
| Participation rate | 55.6% | 61.1%-5.5pp | 68.8%-13.2pp | 69.3%-13.7pp |
| Annual return | 4.41% | 11.77%-7.4pp | 138.47%-134.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,000 | $1,562-36.0% | $2,403-58.4% | $2,281-56.2% |
| Participant deferral / active EE | $2,081 | $2,247-7.4% | $3,160-34.1% | $3,203-35.0% |
| Admin fee / account holder | $3,584 | $3,712-3.4% | $4,622-22.5% | $4,296-16.6% |