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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 | $49,634 | $52,580-5.6% | $71,671-30.7% | $70,126-29.2% |
| Participation rate | 42.2% | 60.9%-18.7pp | 68.7%-26.6pp | 69.5%-27.4pp |
| Annual return | 11.72% | 20.25%-8.5pp | 20.65%-8.9pp | 73.15%-61.4pp |
| Employer contribution / active EE | $295 | $1,616-81.8% | $2,460-88.0% | $2,343-87.4% |
| Participant deferral / active EE | $1,502 | $2,386-37.1% | $3,438-56.3% | $3,332-54.9% |
| Admin fee / account holder | $4,691 | $3,653+28.4% | $5,558-15.6% | $4,645+1.0% |