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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 | $57,061-43.1% | $85,063-61.8% | $80,911-59.9% |
| Participation rate | 50.0% | 56.3%-6.3pp | 67.5%-17.5pp | 67.6%-17.6pp |
| Annual return | 8.29% | 21.66%-13.4pp | 66.54%-58.3pp | 35.63%-27.3pp |
| Employer contribution / active EE | $1,188 | $1,799-33.9% | $2,727-56.4% | $2,756-56.9% |
| Participant deferral / active EE | $1,921 | $3,110-38.3% | $4,523-57.5% | $4,297-55.3% |
| Admin fee / account holder | $4,175 | $4,986-16.3% | $6,155-32.2% | $6,935-39.8% |