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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 | $62,242-15.5% | $105,582-50.2% | $69,733-24.6% |
| Participation rate | 35.1% | 47.3%-12.2pp | 71.8%-36.7pp | 62.5%-27.4pp |
| Annual return | 11.20% | 15.40%-4.2pp | 18.61%-7.4pp | 15.22%-4.0pp |
| Employer contribution / active EE | $540 | $1,558-65.4% | $2,984-81.9% | $2,250-76.0% |
| Participant deferral / active EE | $1,102 | $2,462-55.3% | $4,353-74.7% | $3,054-63.9% |
| Admin fee / account holder | $3,228 | $4,615-30.0% | $12,856-74.9% | $3,102+4.1% |