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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 | $46,340 | $69,590-33.4% | $136,867-66.1% | $94,015-50.7% |
| Participation rate | 26.2% | 66.3%-40.1pp | 74.5%-48.4pp | 70.8%-44.6pp |
| Annual return | 9.33% | 19.62%-10.3pp | 42.97%-33.6pp | 17.84%-8.5pp |
| Employer contribution / active EE | $386 | $2,396-83.9% | $3,547-89.1% | $2,790-86.1% |
| Participant deferral / active EE | $1,565 | $3,437-54.5% | $4,924-68.2% | $4,249-63.2% |
| Admin fee / account holder | $3,063 | $8,912-65.6% | $10,340-70.4% | $8,951-65.8% |