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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 | $47,721 | $76,371-37.5% | $93,621-49.0% | $72,975-34.6% |
| Participation rate | 49.2% | 71.8%-22.6pp | 75.8%-26.7pp | 69.5%-20.3pp |
| Annual return | 4.93% | 25.82%-20.9pp | 32.76%-27.8pp | 81.01%-76.1pp |
| Employer contribution / active EE | $886 | $2,276-61.1% | $2,719-67.4% | $2,440-63.7% |
| Participant deferral / active EE | $1,769 | $3,538-50.0% | $4,070-56.5% | $3,608-51.0% |
| Admin fee / account holder | $349 | $6,839-94.9% | $7,890-95.6% | $5,124-93.2% |