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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 | $51,062 | $64,920-21.3% | $103,693-50.8% | $86,983-41.3% |
| Participation rate | 39.6% | 63.6%-24.0pp | 72.6%-33.1pp | 69.5%-30.0pp |
| Annual return | 8.20% | 30.29%-22.1pp | 47.61%-39.4pp | 25.83%-17.6pp |
| Employer contribution / active EE | $369 | $2,141-82.7% | $2,920-87.3% | $2,584-85.7% |
| Participant deferral / active EE | $1,155 | $3,241-64.4% | $4,579-74.8% | $4,194-72.5% |
| Admin fee / account holder | $680 | $6,191-89.0% | $7,858-91.3% | $7,856-91.3% |