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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 | $45,843 | $84,953-46.0% | $163,379-71.9% | $82,637-44.5% |
| Participation rate | 36.1% | 65.9%-29.8pp | 76.8%-40.7pp | 68.1%-31.9pp |
| Annual return | 12.87% | 23.07%-10.2pp | 63.41%-50.5pp | 53.51%-40.6pp |
| Employer contribution / active EE | $772 | $2,183-64.6% | $3,752-79.4% | $2,552-69.8% |
| Participant deferral / active EE | $2,047 | $4,326-52.7% | $6,282-67.4% | $4,126-50.4% |
| Admin fee / account holder | $2,279 | $7,921-71.2% | $9,818-76.8% | $7,339-69.0% |