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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 | $48,229 | $88,360-45.4% | $145,433-66.8% | $67,986-29.1% |
| Participation rate | 32.4% | 65.5%-33.1pp | 82.1%-49.7pp | 57.2%-24.8pp |
| Annual return | 4.18% | 63.15%-59.0pp | 66.58%-62.4pp | 31.67%-27.5pp |
| Employer contribution / active EE | $988 | $3,054-67.7% | $4,554-78.3% | $2,019-51.1% |
| Participant deferral / active EE | $3,294 | $5,932-44.5% | $7,897-58.3% | $3,358-1.9% |
| Admin fee / account holder | $3,102 | $3,313-6.4% | $13,129-76.4% | $3,203-3.2% |