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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 | $49,260 | $54,541-9.7% | $78,778-37.5% | $70,124-29.8% |
| Participation rate | 42.3% | 60.8%-18.5pp | 69.2%-26.9pp | 69.5%-27.2pp |
| Annual return | 7.23% | 21.07%-13.8pp | 35.62%-28.4pp | 73.14%-65.9pp |
| Employer contribution / active EE | $807 | $1,089-25.9% | $1,986-59.4% | $2,342-65.6% |
| Participant deferral / active EE | $2,322 | $2,210+5.1% | $2,958-21.5% | $3,332-30.3% |
| Admin fee / account holder | $4,218 | $3,709+13.7% | $5,134-17.8% | $4,645-9.2% |