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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 | $49,533 | $57,073-13.2% | $85,126-41.8% | $80,925-38.8% |
| Participation rate | 40.0% | 56.4%-16.4pp | 67.5%-27.5pp | 67.7%-27.7pp |
| Annual return | 8.47% | 21.69%-13.2pp | 66.63%-58.2pp | 35.65%-27.2pp |
| Employer contribution / active EE | $1,320 | $1,801-26.7% | $2,731-51.7% | $2,756-52.1% |
| Participant deferral / active EE | $1,822 | $3,113-41.5% | $4,523-59.7% | $4,299-57.6% |
| Admin fee / account holder | $1,590 | $4,988-68.1% | $6,160-74.2% | $6,940-77.1% |