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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 | $32,484 | $57,119-43.1% | $85,187-61.9% | $80,935-59.9% |
| Participation rate | 50.0% | 56.4%-6.4pp | 67.5%-17.5pp | 67.7%-17.7pp |
| Annual return | 8.29% | 21.70%-13.4pp | 66.67%-58.4pp | 35.66%-27.4pp |
| Employer contribution / active EE | $1,188 | $1,802-34.1% | $2,732-56.5% | $2,757-56.9% |
| Participant deferral / active EE | $1,921 | $3,115-38.3% | $4,525-57.6% | $4,299-55.3% |
| Admin fee / account holder | $4,175 | $4,990-16.3% | $6,162-32.3% | $6,924-39.7% |