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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 | $44,063 | $47,848-7.9% | $81,473-45.9% | $70,124-37.2% |
| Participation rate | 45.3% | 58.3%-12.9pp | 68.0%-22.6pp | 69.5%-24.2pp |
| Annual return | 11.90% | 27.25%-15.4pp | 38.78%-26.9pp | 73.14%-61.2pp |
| Employer contribution / active EE | $527 | $1,527-65.5% | $2,568-79.5% | $2,342-77.5% |
| Participant deferral / active EE | $1,053 | $2,453-57.1% | $3,537-70.2% | $3,332-68.4% |
| Admin fee / account holder | $5,880 | $3,145+87.0% | $4,561+28.9% | $4,645+26.6% |