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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 | $47,195 | $50,044-5.7% | $95,759-50.7% | $74,473-36.6% |
| Participation rate | 27.5% | 66.7%-39.2pp | 72.3%-44.8pp | 70.7%-43.3pp |
| Annual return | 15.13% | 24.92%-9.8pp | 28.42%-13.3pp | 34.36%-19.2pp |
| Employer contribution / active EE | $738 | $1,634-54.8% | $2,836-74.0% | $2,638-72.0% |
| Participant deferral / active EE | $1,153 | $3,752-69.3% | $4,244-72.8% | $4,530-74.5% |
| Admin fee / account holder | $3,653 | $300+1115.9% | $5,678-35.7% | $347+952.6% |