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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 | $42,417 | $57,590-26.3% | $86,233-50.8% | $82,448-48.6% |
| Participation rate | 51.4% | 57.9%-6.5pp | 69.0%-17.7pp | 68.1%-16.7pp |
| Annual return | 12.39% | 22.41%-10.0pp | 61.39%-49.0pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,304 | $1,655-21.2% | $2,504-47.9% | $2,551-48.9% |
| Participant deferral / active EE | $3,219 | $3,080+4.5% | $4,559-29.4% | $4,139-22.2% |
| Admin fee / account holder | $1,098 | $4,730-76.8% | $8,342-86.8% | $7,234-84.8% |