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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 | $51,574 | $73,787-30.1% | $98,716-47.8% | $82,448-37.4% |
| Participation rate | 28.0% | 61.4%-33.4pp | 69.3%-41.3pp | 68.1%-40.1pp |
| Annual return | 0.05% | 18.57%-18.5pp | 31.81%-31.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $888 | $1,511-41.2% | $2,279-61.0% | $2,551-65.2% |
| Participant deferral / active EE | $1,445 | $3,081-53.1% | $4,048-64.3% | $4,139-65.1% |
| Admin fee / account holder | $359 | $6,500-94.5% | $8,703-95.9% | $7,234-95.0% |