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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 | $51,035 | $55,902-8.7% | $76,030-32.9% | $80,959-37.0% |
| Participation rate | 34.9% | 62.1%-27.2pp | 69.1%-34.2pp | 67.7%-32.8pp |
| Annual return | 9.94% | 20.59%-10.7pp | 361.54%-351.6pp | 35.67%-25.7pp |
| Employer contribution / active EE | $416 | $1,867-77.7% | $2,688-84.5% | $2,757-84.9% |
| Participant deferral / active EE | $2,451 | $3,051-19.6% | $4,257-42.4% | $4,300-43.0% |
| Admin fee / account holder | $1,156 | $5,239-77.9% | $6,421-82.0% | $6,925-83.3% |