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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 | $38,957 | $59,440-34.5% | $78,004-50.1% | $82,637-52.9% |
| Participation rate | 60.0% | 62.8%-2.8pp | 69.4%-9.4pp | 68.1%-8.1pp |
| Annual return | 12.39% | 40.24%-27.9pp | 31.07%-18.7pp | 53.51%-41.1pp |
| Employer contribution / active EE | $918 | $1,750-47.6% | $2,469-62.8% | $2,552-64.0% |
| Participant deferral / active EE | $2,922 | $3,138-6.9% | $4,092-28.6% | $4,126-29.2% |
| Admin fee / account holder | $2,440 | $5,504-55.7% | $7,578-67.8% | $7,339-66.8% |