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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 | $44,202 | $78,015-43.3% | $178,505-75.2% | $80,959-45.4% |
| Participation rate | 52.9% | 65.7%-12.8pp | 77.1%-24.2pp | 67.7%-14.8pp |
| Annual return | 8.21% | 18.10%-9.9pp | 27.16%-18.9pp | 35.67%-27.5pp |
| Employer contribution / active EE | $718 | $2,281-68.5% | $3,955-81.9% | $2,757-74.0% |
| Participant deferral / active EE | $1,729 | $4,406-60.8% | $6,280-72.5% | $4,300-59.8% |
| Admin fee / account holder | $4,869 | $7,160-32.0% | $10,428-53.3% | $6,925-29.7% |