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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 | $74,535-31.6% | $100,712-49.4% | $82,637-38.3% |
| Participation rate | 51.3% | 61.2%-9.9pp | 69.3%-18.0pp | 68.1%-16.8pp |
| Annual return | 11.97% | 18.92%-7.0pp | 33.27%-21.3pp | 53.51%-41.5pp |
| Employer contribution / active EE | $714 | $1,503-52.5% | $2,313-69.1% | $2,552-72.0% |
| Participant deferral / active EE | $1,475 | $3,074-52.0% | $4,085-63.9% | $4,126-64.3% |
| Admin fee / account holder | $362 | $6,576-94.5% | $9,256-96.1% | $7,339-95.1% |