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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 | $50,995 | $73,787-30.9% | $98,716-48.3% | $82,448-38.1% |
| Participation rate | 51.3% | 61.4%-10.1pp | 69.3%-18.0pp | 68.1%-16.8pp |
| Annual return | 11.97% | 18.57%-6.6pp | 31.81%-19.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $714 | $1,511-52.7% | $2,279-68.7% | $2,551-72.0% |
| Participant deferral / active EE | $1,475 | $3,081-52.1% | $4,048-63.6% | $4,139-64.4% |
| Admin fee / account holder | $362 | $6,500-94.4% | $8,703-95.8% | $7,234-95.0% |