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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 | $41,198 | $72,269-43.0% | $101,271-59.3% | $79,852-48.4% |
| Participation rate | 48.1% | 68.5%-20.4pp | 75.8%-27.8pp | 69.6%-21.6pp |
| Annual return | 0.94% | 22.29%-21.4pp | 46.48%-45.5pp | 31.72%-30.8pp |
| Employer contribution / active EE | $1,551 | $2,692-42.4% | $3,660-57.6% | $2,471-37.3% |
| Participant deferral / active EE | $2,375 | $3,282-27.6% | $4,371-45.7% | $3,740-36.5% |
| Admin fee / account holder | $3,496 | $4,401-20.6% | $5,948-41.2% | $5,306-34.1% |