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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 | $71,894 | $84,953-15.4% | $163,379-56.0% | $82,637-13.0% |
| Participation rate | 48.3% | 65.9%-17.7pp | 76.8%-28.5pp | 68.1%-19.8pp |
| Annual return | 12.85% | 23.07%-10.2pp | 63.41%-50.6pp | 53.51%-40.7pp |
| Employer contribution / active EE | $589 | $2,183-73.0% | $3,752-84.3% | $2,552-76.9% |
| Participant deferral / active EE | $2,022 | $4,326-53.3% | $6,282-67.8% | $4,126-51.0% |
| Admin fee / account holder | $2,017 | $7,921-74.5% | $9,818-79.5% | $7,339-72.5% |