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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 | $47,542 | $101,795-53.3% | $165,100-71.2% | $80,959-41.3% |
| Participation rate | 57.9% | 71.8%-13.9pp | 78.6%-20.7pp | 67.7%-9.8pp |
| Annual return | 9.94% | 16.73%-6.8pp | 70.21%-60.3pp | 35.67%-25.7pp |
| Employer contribution / active EE | $982 | $2,954-66.8% | $4,348-77.4% | $2,757-64.4% |
| Participant deferral / active EE | $3,076 | $4,476-31.3% | $6,035-49.0% | $4,300-28.5% |
| Admin fee / account holder | $2,837 | $8,221-65.5% | $12,696-77.7% | $6,925-59.0% |