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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 | $48,096 | $80,992-40.6% | $96,534-50.2% | $75,173-36.0% |
| Participation rate | 62.3% | 71.8%-9.5pp | 76.0%-13.7pp | 67.2%-4.9pp |
| Annual return | 10.01% | 27.05%-17.0pp | 25.88%-15.9pp | 160.72%-150.7pp |
| Employer contribution / active EE | $858 | $2,283-62.4% | $2,965-71.1% | $2,671-67.9% |
| Participant deferral / active EE | $3,165 | $3,929-19.5% | $4,851-34.8% | $4,126-23.3% |
| Admin fee / account holder | $1,744 | $6,717-74.0% | $8,253-78.9% | $5,651-69.1% |