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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 | $44,780 | $72,027-37.8% | $185,835-75.9% | $79,852-43.9% |
| Participation rate | 48.8% | 65.8%-17.0pp | 78.0%-29.3pp | 69.6%-20.9pp |
| Annual return | 8.13% | 23.13%-15.0pp | 35.96%-27.8pp | 31.72%-23.6pp |
| Employer contribution / active EE | $574 | $1,965-70.8% | $4,087-86.0% | $2,471-76.8% |
| Participant deferral / active EE | $2,921 | $3,780-22.7% | $5,633-48.2% | $3,740-21.9% |
| Admin fee / account holder | $965 | $4,513-78.6% | $9,502-89.8% | $5,306-81.8% |