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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 | $44,582 | $72,486-38.5% | $87,103-48.8% | $72,976-38.9% |
| Participation rate | 55.4% | 72.8%-17.4pp | 76.9%-21.5pp | 69.5%-14.1pp |
| Annual return | 1.80% | 24.46%-22.7pp | 28.19%-26.4pp | 81.02%-79.2pp |
| Employer contribution / active EE | $738 | $1,894-61.1% | $2,521-70.7% | $2,440-69.8% |
| Participant deferral / active EE | $2,330 | $3,270-28.7% | $4,049-42.5% | $3,608-35.4% |
| Admin fee / account holder | $523 | $5,055-89.7% | $7,491-93.0% | $5,124-89.8% |