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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 | $47,867 | $77,814-38.5% | $158,223-69.7% | $86,983-45.0% |
| Participation rate | 33.3% | 68.4%-35.1pp | 79.2%-45.9pp | 69.5%-36.2pp |
| Annual return | 10.10% | 30.54%-20.4pp | 52.09%-42.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $816 | $2,592-68.5% | $4,109-80.1% | $2,584-68.4% |
| Participant deferral / active EE | $2,297 | $3,270-29.8% | $5,467-58.0% | $4,194-45.2% |
| Admin fee / account holder | $369 | $5,879-93.7% | $16,047-97.7% | $7,856-95.3% |