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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 | $55,932-6.0% | $76,735-31.5% | $67,986-22.7% |
| Participation rate | 35.1% | 50.8%-15.7pp | 69.5%-34.4pp | 57.2%-22.1pp |
| Annual return | 11.20% | 23.10%-11.9pp | 29.77%-18.6pp | 31.67%-20.5pp |
| Employer contribution / active EE | $540 | $1,487-63.7% | $2,454-78.0% | $2,019-73.3% |
| Participant deferral / active EE | $1,102 | $2,558-56.9% | $4,088-73.0% | $3,358-67.2% |
| Admin fee / account holder | $3,228 | $4,907-34.2% | $7,189-55.1% | $3,203+0.8% |