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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 | $44,041 | $55,684-20.9% | $75,900-42.0% | $72,976-39.6% |
| Participation rate | 28.4% | 61.1%-32.7pp | 69.3%-40.9pp | 69.5%-41.1pp |
| Annual return | 2.64% | 27.60%-25.0pp | 30.73%-28.1pp | 81.02%-78.4pp |
| Employer contribution / active EE | $714 | $1,687-57.7% | $2,501-71.5% | $2,440-70.7% |
| Participant deferral / active EE | $1,104 | $2,634-58.1% | $3,604-69.4% | $3,608-69.4% |
| Admin fee / account holder | $1,195 | $3,981-70.0% | $5,421-77.9% | $5,124-76.7% |