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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 | $76,407-30.6% | $150,298-64.7% | $82,448-35.7% |
| Participation rate | 31.4% | 66.4%-35.0pp | 77.8%-46.3pp | 68.1%-36.6pp |
| Annual return | 0.66% | 39.99%-39.3pp | 62.79%-62.1pp | 41.64%-41.0pp |
| Employer contribution / active EE | $1,119 | $2,614-57.2% | $4,154-73.1% | $2,551-56.1% |
| Participant deferral / active EE | $2,484 | $3,214-22.7% | $5,453-54.4% | $4,139-40.0% |
| Admin fee / account holder | $1,311 | $6,352-79.4% | $14,116-90.7% | $7,234-81.9% |