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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 | $53,299 | $77,574-31.3% | $108,753-51.0% | $86,983-38.7% |
| Participation rate | 32.3% | 62.3%-30.0pp | 71.1%-38.8pp | 69.5%-37.3pp |
| Annual return | 10.86% | 18.42%-7.6pp | 37.47%-26.6pp | 25.83%-15.0pp |
| Employer contribution / active EE | $303 | $1,611-81.2% | $2,427-87.5% | $2,584-88.3% |
| Participant deferral / active EE | $1,600 | $3,128-48.9% | $4,115-61.1% | $4,194-61.9% |
| Admin fee / account holder | $1,820 | $6,529-72.1% | $10,320-82.4% | $7,856-76.8% |