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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 | $46,594 | $99,875-53.3% | $146,866-68.3% | $86,983-46.4% |
| Participation rate | 42.4% | 75.8%-33.4pp | 82.5%-40.1pp | 69.5%-27.1pp |
| Annual return | 13.46% | 28.10%-14.6pp | 102.85%-89.4pp | 25.83%-12.4pp |
| Employer contribution / active EE | $545 | $3,224-83.1% | $4,425-87.7% | $2,584-78.9% |
| Participant deferral / active EE | $2,530 | $6,322-60.0% | $7,759-67.4% | $4,194-39.7% |
| Admin fee / account holder | $6,780 | $7,838-13.5% | $13,620-50.2% | $7,856-13.7% |