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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 | $41,064 | $55,713-26.3% | $75,894-45.9% | $72,983-43.7% |
| Participation rate | 48.6% | 61.1%-12.6pp | 69.3%-20.7pp | 69.5%-20.9pp |
| Annual return | 16.03% | 27.60%-11.6pp | 30.76%-14.7pp | 81.01%-65.0pp |
| Employer contribution / active EE | $715 | $1,687-57.6% | $2,501-71.4% | $2,440-70.7% |
| Participant deferral / active EE | $1,301 | $2,634-50.6% | $3,603-63.9% | $3,608-63.9% |
| Admin fee / account holder | $527 | $3,980-86.8% | $5,420-90.3% | $5,124-89.7% |