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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 | $52,539 | $54,541-3.7% | $78,778-33.3% | $70,126-25.1% |
| Participation rate | 41.7% | 60.8%-19.1pp | 69.2%-27.5pp | 69.5%-27.9pp |
| Annual return | 11.80% | 21.07%-9.3pp | 35.62%-23.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $231 | $1,089-78.8% | $1,986-88.4% | $2,343-90.2% |
| Participant deferral / active EE | $1,534 | $2,210-30.6% | $2,958-48.1% | $3,332-53.9% |
| Admin fee / account holder | $438 | $3,709-88.2% | $5,134-91.5% | $4,645-90.6% |