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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 | $52,328 | $68,607-23.7% | $147,027-64.4% | $64,340-18.7% |
| Participation rate | 27.9% | 50.4%-22.6pp | 73.7%-45.9pp | 55.2%-27.4pp |
| Annual return | 10.22% | 13.75%-3.5pp | 20.23%-10.0pp | 24.14%-13.9pp |
| Employer contribution / active EE | $670 | $1,554-56.9% | $3,626-81.5% | $1,862-64.0% |
| Participant deferral / active EE | $1,281 | $2,402-46.6% | $4,933-74.0% | $2,980-57.0% |
| Admin fee / account holder | $12,255 | $3,287+272.8% | $12,223+0.3% | $3,703+231.0% |