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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 | $42,242 | $70,418-40.0% | $96,570-56.3% | $85,847-50.8% |
| Participation rate | 49.3% | 61.8%-12.5pp | 69.8%-20.5pp | 69.3%-20.0pp |
| Annual return | 6.62% | 18.59%-12.0pp | 37.79%-31.2pp | 318.61%-312.0pp |
| Employer contribution / active EE | $1,188 | $1,413-15.9% | $2,357-49.6% | $2,565-53.7% |
| Participant deferral / active EE | $3,129 | $2,894+8.1% | $3,849-18.7% | $3,952-20.8% |
| Admin fee / account holder | $1,688 | $4,995-66.2% | $6,182-72.7% | $6,261-73.0% |