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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 | $45,742 | $76,407-40.1% | $150,298-69.6% | $82,448-44.5% |
| Participation rate | 22.9% | 66.4%-43.5pp | 77.8%-54.9pp | 68.1%-45.2pp |
| Annual return | 2.92% | 39.99%-37.1pp | 62.79%-59.9pp | 41.64%-38.7pp |
| Employer contribution / active EE | $482 | $2,614-81.5% | $4,154-88.4% | $2,551-81.1% |
| Participant deferral / active EE | $2,184 | $3,214-32.1% | $5,453-59.9% | $4,139-47.2% |
| Admin fee / account holder | $5,162 | $6,352-18.7% | $14,116-63.4% | $7,234-28.6% |