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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 | $49,190 | $77,638-36.6% | $156,551-68.6% | $62,881-21.8% |
| Participation rate | 54.3% | 71.2%-16.9pp | 84.0%-29.7pp | 69.3%-15.0pp |
| Annual return | 3.86% | 50.33%-46.5pp | 32.23%-28.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $692 | $3,444-79.9% | $5,501-87.4% | $2,281-69.7% |
| Participant deferral / active EE | $1,390 | $3,046-54.4% | $4,871-71.5% | $3,203-56.6% |
| Admin fee / account holder | $1,375 | $5,561-75.3% | $13,028-89.4% | $4,296-68.0% |