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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 | $48,365 | $107,809-55.1% | $97,032-50.2% | $155,188-68.8% |
| Participation rate | 55.0% | 75.5%-20.5pp | 71.6%-16.6pp | 80.8%-25.8pp |
| Annual return | 5.89% | 38.06%-32.2pp | 35.38%-29.5pp | 148.84%-143.0pp |
| Employer contribution / active EE | $790 | $2,911-72.8% | $2,629-69.9% | $4,248-81.4% |
| Participant deferral / active EE | $2,746 | $5,129-46.5% | $4,672-41.2% | $6,531-58.0% |
| Admin fee / account holder | $5,391 | $10,717-49.7% | $9,418-42.8% | $14,480-62.8% |