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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 | $51,372 | $81,276-36.8% | $155,574-67.0% | $80,925-36.5% |
| Participation rate | 29.7% | 66.2%-36.5pp | 78.2%-48.5pp | 67.7%-37.9pp |
| Annual return | 7.80% | 33.36%-25.6pp | 64.87%-57.1pp | 35.65%-27.9pp |
| Employer contribution / active EE | $611 | $3,103-80.3% | $4,676-86.9% | $2,756-77.8% |
| Participant deferral / active EE | $2,382 | $3,453-31.0% | $5,629-57.7% | $4,299-44.6% |
| Admin fee / account holder | $3,584 | $7,993-55.2% | $15,914-77.5% | $6,940-48.4% |