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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 | $45,881 | $48,078-4.6% | $78,676-41.7% | $62,881-27.0% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.6%-33.6pp | 69.3%-29.3pp |
| Annual return | 3.25% | 31.36%-28.1pp | 62.19%-58.9pp | 20.14%-16.9pp |
| Employer contribution / active EE | $508 | $2,015-74.8% | $2,850-82.2% | $2,281-77.7% |
| Participant deferral / active EE | $1,728 | $2,587-33.2% | $3,517-50.9% | $3,203-46.1% |
| Admin fee / account holder | $1,677 | $3,206-47.7% | $4,510-62.8% | $4,296-61.0% |