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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 | $48,958 | $73,787-33.6% | $98,716-50.4% | $82,448-40.6% |
| Participation rate | 69.0% | 61.4%+7.6pp | 69.3%-0.2pp | 68.1%+1.0pp |
| Annual return | 8.77% | 18.57%-9.8pp | 31.81%-23.0pp | 41.64%-32.9pp |
| Employer contribution / active EE | $470 | $1,511-68.9% | $2,279-79.4% | $2,551-81.6% |
| Participant deferral / active EE | $2,900 | $3,081-5.9% | $4,048-28.4% | $4,139-29.9% |
| Admin fee / account holder | $3,026 | $6,500-53.5% | $8,703-65.2% | $7,234-58.2% |