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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 | $40,507 | $54,541-25.7% | $78,778-48.6% | $70,126-42.2% |
| Participation rate | 51.4% | 60.8%-9.4pp | 69.2%-17.8pp | 69.5%-18.2pp |
| Annual return | 11.76% | 21.07%-9.3pp | 35.62%-23.9pp | 73.15%-61.4pp |
| Employer contribution / active EE | $212 | $1,089-80.5% | $1,986-89.3% | $2,343-91.0% |
| Participant deferral / active EE | $2,164 | $2,210-2.1% | $2,958-26.9% | $3,332-35.1% |
| Admin fee / account holder | $425 | $3,709-88.5% | $5,134-91.7% | $4,645-90.8% |