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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 | $23,948 | $81,457-70.6% | $103,378-76.8% | $80,911-70.4% |
| Participation rate | 46.7% | 66.8%-20.2pp | 74.5%-27.8pp | 67.6%-21.0pp |
| Annual return | 8.91% | 25.58%-16.7pp | 24.91%-16.0pp | 35.63%-26.7pp |
| Employer contribution / active EE | $1,351 | $3,107-56.5% | $3,870-65.1% | $2,756-51.0% |
| Participant deferral / active EE | $2,884 | $3,871-25.5% | $5,058-43.0% | $4,297-32.9% |
| Admin fee / account holder | $5,549 | $6,717-17.4% | $8,401-33.9% | $6,935-20.0% |