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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 | $48,790 | $56,054-13.0% | $171,082-71.5% | $62,881-22.4% |
| Participation rate | 24.4% | 62.9%-38.5pp | 76.7%-52.3pp | 69.3%-44.9pp |
| Annual return | 3.68% | 22.52%-18.8pp | 32.56%-28.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $586 | $1,731-66.1% | $4,002-85.3% | $2,281-74.3% |
| Participant deferral / active EE | $1,531 | $3,158-51.5% | $4,797-68.1% | $3,203-52.2% |
| Admin fee / account holder | $1,812 | $3,647-50.3% | $8,520-78.7% | $4,296-57.8% |