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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 | $78,027-43.4% | $178,528-75.2% | $80,925-45.4% |
| Participation rate | 52.9% | 65.7%-12.8pp | 77.1%-24.2pp | 67.7%-14.8pp |
| Annual return | 8.21% | 18.09%-9.9pp | 27.11%-18.9pp | 35.65%-27.4pp |
| Employer contribution / active EE | $718 | $2,281-68.5% | $3,950-81.8% | $2,756-74.0% |
| Participant deferral / active EE | $1,729 | $4,408-60.8% | $6,278-72.5% | $4,299-59.8% |
| Admin fee / account holder | $4,869 | $7,168-32.1% | $10,419-53.3% | $6,940-29.8% |