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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 | $47,681 | $52,580-9.3% | $71,671-33.5% | $70,126-32.0% |
| Participation rate | 33.3% | 60.9%-27.5pp | 68.7%-35.4pp | 69.5%-36.2pp |
| Annual return | 11.83% | 20.25%-8.4pp | 20.65%-8.8pp | 73.15%-61.3pp |
| Employer contribution / active EE | $596 | $1,616-63.1% | $2,460-75.8% | $2,343-74.6% |
| Participant deferral / active EE | $1,641 | $2,386-31.2% | $3,438-52.3% | $3,332-50.7% |
| Admin fee / account holder | $2,680 | $3,653-26.6% | $5,558-51.8% | $4,645-42.3% |