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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 | $47,430 | $48,076-1.3% | $78,690-39.7% | $62,891-24.6% |
| Participation rate | 44.4% | 65.2%-20.8pp | 73.6%-29.1pp | 69.3%-24.9pp |
| Annual return | 0.43% | 31.35%-30.9pp | 62.18%-61.7pp | 20.14%-19.7pp |
| Employer contribution / active EE | $803 | $2,015-60.2% | $2,851-71.8% | $2,281-64.8% |
| Participant deferral / active EE | $1,677 | $2,588-35.2% | $3,517-52.3% | $3,203-47.6% |
| Admin fee / account holder | $3,012 | $3,207-6.1% | $4,511-33.2% | $4,296-29.9% |