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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 | $50,515 | $75,541-33.1% | $152,093-66.8% | $82,637-38.9% |
| Participation rate | 39.6% | 66.5%-27.0pp | 77.8%-38.2pp | 68.1%-28.5pp |
| Annual return | 12.73% | 32.56%-19.8pp | 66.36%-53.6pp | 53.51%-40.8pp |
| Employer contribution / active EE | $791 | $2,622-69.8% | $4,175-81.0% | $2,552-69.0% |
| Participant deferral / active EE | $1,238 | $3,206-61.4% | $5,451-77.3% | $4,126-70.0% |
| Admin fee / account holder | $4,628 | $6,405-27.7% | $14,497-68.1% | $7,339-36.9% |