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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 | $51,082 | $59,804-14.6% | $81,982-37.7% | $79,856-36.0% |
| Participation rate | 21.7% | 61.6%-39.9pp | 69.3%-47.6pp | 69.6%-48.0pp |
| Annual return | 5.86% | 17.56%-11.7pp | 41.31%-35.5pp | 31.71%-25.9pp |
| Employer contribution / active EE | $703 | $1,713-59.0% | $2,498-71.9% | $2,471-71.6% |
| Participant deferral / active EE | $1,018 | $2,695-62.2% | $3,722-72.7% | $3,741-72.8% |
| Admin fee / account holder | $2,264 | $4,288-47.2% | $5,665-60.0% | $5,306-57.3% |