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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 | $50,657 | $62,672-19.2% | $185,117-72.6% | $70,126-27.8% |
| Participation rate | 29.6% | 63.8%-34.1pp | 77.3%-47.6pp | 69.5%-39.9pp |
| Annual return | 12.56% | 40.79%-28.2pp | 40.50%-27.9pp | 73.15%-60.6pp |
| Employer contribution / active EE | $646 | $1,753-63.2% | $4,182-84.6% | $2,343-72.4% |
| Participant deferral / active EE | $1,617 | $3,272-50.6% | $5,045-68.0% | $3,332-51.5% |
| Admin fee / account holder | $2,547 | $3,932-35.2% | $8,159-68.8% | $4,645-45.2% |