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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 | $75,541-36.6% | $152,093-68.5% | $82,637-42.1% |
| Participation rate | 33.3% | 66.5%-33.2pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 10.10% | 32.56%-22.5pp | 66.36%-56.3pp | 53.51%-43.4pp |
| Employer contribution / active EE | $816 | $2,622-68.9% | $4,175-80.5% | $2,552-68.0% |
| Participant deferral / active EE | $2,297 | $3,206-28.4% | $5,451-57.9% | $4,126-44.3% |
| Admin fee / account holder | $369 | $6,405-94.2% | $14,497-97.5% | $7,339-95.0% |