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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 | $52,208 | $78,013-33.1% | $178,449-70.7% | $80,911-35.5% |
| Participation rate | 50.6% | 65.7%-15.1pp | 77.1%-26.5pp | 67.6%-17.0pp |
| Annual return | 10.63% | 18.07%-7.4pp | 27.09%-16.5pp | 35.63%-25.0pp |
| Employer contribution / active EE | $971 | $2,287-57.5% | $3,951-75.4% | $2,756-64.8% |
| Participant deferral / active EE | $1,439 | $4,408-67.4% | $6,277-77.1% | $4,297-66.5% |
| Admin fee / account holder | $1,018 | $7,166-85.8% | $10,362-90.2% | $6,935-85.3% |