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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 | $44,383 | $72,492-38.8% | $87,104-49.0% | $72,975-39.2% |
| Participation rate | 51.9% | 72.8%-21.0pp | 76.9%-25.0pp | 69.5%-17.6pp |
| Annual return | 12.24% | 24.46%-12.2pp | 28.19%-15.9pp | 81.01%-68.8pp |
| Employer contribution / active EE | $1,580 | $1,894-16.6% | $2,521-37.3% | $2,440-35.3% |
| Participant deferral / active EE | $3,174 | $3,270-2.9% | $4,048-21.6% | $3,608-12.0% |
| Admin fee / account holder | $26,491 | $5,055+424.1% | $7,491+253.6% | $5,124+417.0% |