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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 | $74,535-30.8% | $100,712-48.8% | $82,637-37.6% |
| Participation rate | 28.0% | 61.2%-33.2pp | 69.3%-41.3pp | 68.1%-40.1pp |
| Annual return | 0.05% | 18.92%-18.9pp | 33.27%-33.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $888 | $1,503-40.9% | $2,313-61.6% | $2,552-65.2% |
| Participant deferral / active EE | $1,445 | $3,074-53.0% | $4,085-64.6% | $4,126-65.0% |
| Admin fee / account holder | $359 | $6,576-94.5% | $9,256-96.1% | $7,339-95.1% |