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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 | $27,572 | $81,446-66.1% | $103,374-73.3% | $80,874-65.9% |
| Participation rate | 48.3% | 66.9%-18.6pp | 74.5%-26.2pp | 67.6%-19.4pp |
| Annual return | 6.30% | 25.57%-19.3pp | 24.89%-18.6pp | 35.62%-29.3pp |
| Employer contribution / active EE | $1,265 | $3,107-59.3% | $3,869-67.3% | $2,756-54.1% |
| Participant deferral / active EE | $4,056 | $3,870+4.8% | $5,058-19.8% | $4,297-5.6% |
| Admin fee / account holder | $1,332 | $6,715-80.2% | $8,394-84.1% | $6,935-80.8% |