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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 | $52,915 | $81,504-35.1% | $102,437-48.3% | $80,959-34.6% |
| Participation rate | 43.6% | 66.9%-23.2pp | 74.5%-30.9pp | 67.7%-24.0pp |
| Annual return | 10.25% | 25.60%-15.3pp | 24.95%-14.7pp | 35.67%-25.4pp |
| Employer contribution / active EE | $820 | $3,104-73.6% | $3,871-78.8% | $2,757-70.2% |
| Participant deferral / active EE | $1,736 | $3,871-55.1% | $5,060-65.7% | $4,300-59.6% |
| Admin fee / account holder | $2,658 | $6,719-60.4% | $8,388-68.3% | $6,925-61.6% |