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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 | $57,061-13.2% | $85,063-41.8% | $80,911-38.8% |
| Participation rate | 40.0% | 56.3%-16.3pp | 67.5%-27.5pp | 67.6%-27.6pp |
| Annual return | 8.47% | 21.66%-13.2pp | 66.54%-58.1pp | 35.63%-27.2pp |
| Employer contribution / active EE | $1,320 | $1,799-26.6% | $2,727-51.6% | $2,756-52.1% |
| Participant deferral / active EE | $1,822 | $3,110-41.4% | $4,523-59.7% | $4,297-57.6% |
| Admin fee / account holder | $1,590 | $4,986-68.1% | $6,155-74.2% | $6,935-77.1% |