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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 | $48,854 | $56,894-14.1% | $84,753-42.4% | $62,881-22.3% |
| Participation rate | 42.9% | 68.5%-25.7pp | 76.6%-33.7pp | 69.3%-26.4pp |
| Annual return | 4.11% | 6.30%-2.2pp | 22.78%-18.7pp | 20.14%-16.0pp |
| Employer contribution / active EE | $623 | $2,400-74.0% | $3,574-82.6% | $2,281-72.7% |
| Participant deferral / active EE | $2,451 | $2,709-9.5% | $3,712-34.0% | $3,203-23.5% |
| Admin fee / account holder | $7,696 | $3,581+114.9% | $5,333+44.3% | $4,296+79.1% |