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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 | $25,388 | $99,345-74.4% | $84,753-70.0% | $273,972-90.7% |
| Participation rate | 52.2% | 80.7%-28.5pp | 76.6%-24.4pp | 83.0%-30.8pp |
| Annual return | 0.92% | 22.93%-22.0pp | 22.78%-21.9pp | 41.46%-40.5pp |
| Employer contribution / active EE | $1,026 | $4,214-75.7% | $3,574-71.3% | $4,869-78.9% |
| Participant deferral / active EE | $2,957 | $4,270-30.8% | $3,712-20.3% | $5,287-44.1% |
| Admin fee / account holder | $3,469 | $6,645-47.8% | $5,333-35.0% | $10,133-65.8% |