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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 | $54,657 | $65,034-16.0% | $90,970-39.9% | $79,856-31.6% |
| Participation rate | 50.5% | 61.6%-11.1pp | 69.0%-18.5pp | 69.6%-19.1pp |
| Annual return | 8.54% | 30.45%-21.9pp | 134.60%-126.1pp | 31.71%-23.2pp |
| Employer contribution / active EE | $625 | $1,247-49.9% | $2,122-70.6% | $2,471-74.7% |
| Participant deferral / active EE | $2,330 | $2,512-7.3% | $3,373-30.9% | $3,741-37.7% |
| Admin fee / account holder | $4,430 | $4,536-2.3% | $5,961-25.7% | $5,306-16.5% |