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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 | $52,572 | $56,121-6.3% | $92,985-43.5% | $64,340-18.3% |
| Participation rate | 35.1% | 44.9%-9.9pp | 69.5%-34.4pp | 55.2%-20.2pp |
| Annual return | 11.20% | 19.19%-8.0pp | 27.99%-16.8pp | 24.14%-12.9pp |
| Employer contribution / active EE | $540 | $1,351-60.1% | $2,662-79.7% | $1,862-71.0% |
| Participant deferral / active EE | $1,102 | $2,362-53.4% | $4,377-74.8% | $2,980-63.0% |
| Admin fee / account holder | $3,228 | $6,869-53.0% | $9,463-65.9% | $3,703-12.8% |