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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 | $54,121 | $58,627-7.7% | $76,735-29.5% | $82,448-34.4% |
| Participation rate | 52.9% | 63.2%-10.3pp | 69.5%-16.6pp | 68.1%-15.1pp |
| Annual return | 11.48% | 39.10%-27.6pp | 29.77%-18.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $745 | $1,729-56.9% | $2,454-69.6% | $2,551-70.8% |
| Participant deferral / active EE | $1,617 | $3,134-48.4% | $4,088-60.4% | $4,139-60.9% |
| Admin fee / account holder | $3,143 | $5,323-41.0% | $7,189-56.3% | $7,234-56.6% |