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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 | $75,058-35.7% | $152,301-68.3% | $64,340-25.0% |
| Participation rate | 32.4% | 60.9%-28.5pp | 82.4%-50.1pp | 55.2%-22.9pp |
| Annual return | 4.18% | 29.93%-25.8pp | 80.50%-76.3pp | 24.14%-20.0pp |
| Employer contribution / active EE | $988 | $2,605-62.1% | $4,624-78.6% | $1,862-46.9% |
| Participant deferral / active EE | $3,294 | $5,041-34.7% | $8,004-58.8% | $2,980+10.5% |
| Admin fee / account holder | $3,102 | $4,050-23.4% | $14,398-78.5% | $3,703-16.2% |