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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 | $29,029 | $81,504-64.4% | $102,437-71.7% | $80,959-64.1% |
| Participation rate | 47.5% | 66.9%-19.4pp | 74.5%-27.0pp | 67.7%-20.2pp |
| Annual return | 10.17% | 25.60%-15.4pp | 24.95%-14.8pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,936 | $3,104-37.6% | $3,871-50.0% | $2,757-29.8% |
| Participant deferral / active EE | $3,437 | $3,871-11.2% | $5,060-32.1% | $4,300-20.1% |
| Admin fee / account holder | $4,138 | $6,719-38.4% | $8,388-50.7% | $6,925-40.2% |