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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 | $49,481 | $58,828-15.9% | $78,002-36.6% | $62,881-21.3% |
| Participation rate | 52.5% | 71.1%-18.6pp | 75.5%-23.1pp | 69.3%-16.8pp |
| Annual return | 4.51% | 17.16%-12.6pp | 425.99%-421.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $406 | $1,672-75.7% | $2,470-83.5% | $2,281-82.2% |
| Participant deferral / active EE | $1,288 | $2,686-52.0% | $3,497-63.2% | $3,203-59.8% |
| Admin fee / account holder | $4,035 | $4,393-8.1% | $5,481-26.4% | $4,296-6.1% |