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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 | $52,942 | $76,407-30.7% | $150,298-64.8% | $82,448-35.8% |
| Participation rate | 48.4% | 66.4%-18.0pp | 77.8%-29.4pp | 68.1%-19.7pp |
| Annual return | 5.66% | 39.99%-34.3pp | 62.79%-57.1pp | 41.64%-36.0pp |
| Employer contribution / active EE | $693 | $2,614-73.5% | $4,154-83.3% | $2,551-72.8% |
| Participant deferral / active EE | $3,931 | $3,214+22.3% | $5,453-27.9% | $4,139-5.0% |
| Admin fee / account holder | $14,808 | $6,352+133.1% | $14,116+4.9% | $7,234+104.7% |