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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 | $52,808 | $123,155-57.1% | $108,753-51.4% | $155,188-66.0% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 2.21% | 44.73%-42.5pp | 37.47%-35.3pp | 148.84%-146.6pp |
| Employer contribution / active EE | $460 | $2,811-83.6% | $2,427-81.0% | $4,248-89.2% |
| Participant deferral / active EE | $3,000 | $4,623-35.1% | $4,115-27.1% | $6,531-54.1% |
| Admin fee / account holder | $2,120 | $12,126-82.5% | $10,320-79.5% | $14,480-85.4% |