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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 | $53,010 | $77,814-31.9% | $158,223-66.5% | $86,983-39.1% |
| Participation rate | 31.4% | 68.4%-37.0pp | 79.2%-47.8pp | 69.5%-38.1pp |
| Annual return | 0.66% | 30.54%-29.9pp | 52.09%-51.4pp | 25.83%-25.2pp |
| Employer contribution / active EE | $1,119 | $2,592-56.8% | $4,109-72.8% | $2,584-56.7% |
| Participant deferral / active EE | $2,484 | $3,270-24.0% | $5,467-54.6% | $4,194-40.8% |
| Admin fee / account holder | $1,311 | $5,879-77.7% | $16,047-91.8% | $7,856-83.3% |