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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 | $48,991 | $68,852-28.8% | $120,524-59.4% | $80,925-39.5% |
| Participation rate | 35.0% | 61.6%-26.6pp | 71.9%-36.9pp | 67.7%-32.7pp |
| Annual return | 9.03% | 23.67%-14.6pp | 107.36%-98.3pp | 35.65%-26.6pp |
| Employer contribution / active EE | $804 | $2,063-61.0% | $3,469-76.8% | $2,756-70.8% |
| Participant deferral / active EE | $1,703 | $3,187-46.6% | $4,994-65.9% | $4,299-60.4% |
| Admin fee / account holder | $5,962 | $5,781+3.1% | $9,440-36.8% | $6,940-14.1% |