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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 | $21,298 | $58,627-63.7% | $76,735-72.2% | $82,448-74.2% |
| Participation rate | 45.0% | 63.2%-18.2pp | 69.5%-24.5pp | 68.1%-23.1pp |
| Annual return | 10.23% | 39.10%-28.9pp | 29.77%-19.5pp | 41.64%-31.4pp |
| Employer contribution / active EE | $1,155 | $1,729-33.2% | $2,454-53.0% | $2,551-54.7% |
| Participant deferral / active EE | $1,205 | $3,134-61.6% | $4,088-70.5% | $4,139-70.9% |
| Admin fee / account holder | $5,452 | $5,323+2.4% | $7,189-24.2% | $7,234-24.6% |