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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 | $54,939 | $77,638-29.2% | $156,551-64.9% | $62,881-12.6% |
| Participation rate | 24.4% | 71.2%-46.8pp | 84.0%-59.6pp | 69.3%-44.9pp |
| Annual return | 2.30% | 50.33%-48.0pp | 32.23%-29.9pp | 20.14%-17.8pp |
| Employer contribution / active EE | $411 | $3,444-88.1% | $5,501-92.5% | $2,281-82.0% |
| Participant deferral / active EE | $1,128 | $3,046-63.0% | $4,871-76.9% | $3,203-64.8% |
| Admin fee / account holder | $2,566 | $5,561-53.9% | $13,028-80.3% | $4,296-40.3% |