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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 | $49,181 | $45,041+9.2% | $63,003-21.9% | $70,131-29.9% |
| Participation rate | 45.7% | 69.5%-23.9pp | 74.8%-29.2pp | 69.5%-23.9pp |
| Annual return | 4.85% | 18.76%-13.9pp | 87.59%-82.7pp | 73.14%-68.3pp |
| Employer contribution / active EE | $695 | $2,052-66.1% | $2,760-74.8% | $2,342-70.3% |
| Participant deferral / active EE | $1,518 | $2,465-38.4% | $3,329-54.4% | $3,332-54.4% |
| Admin fee / account holder | $675 | $2,836-76.2% | $3,600-81.3% | $4,645-85.5% |