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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 | $57,618 | $57,5900% | $86,233-33.2% | $82,448-30.1% |
| Participation rate | 46.8% | 57.9%-11.1pp | 69.0%-22.2pp | 68.1%-21.3pp |
| Annual return | 13.32% | 22.41%-9.1pp | 61.39%-48.1pp | 41.64%-28.3pp |
| Employer contribution / active EE | $369 | $1,655-77.7% | $2,504-85.3% | $2,551-85.5% |
| Participant deferral / active EE | $2,515 | $3,080-18.3% | $4,559-44.8% | $4,139-39.2% |
| Admin fee / account holder | $916 | $4,730-80.6% | $8,342-89.0% | $7,234-87.3% |