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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 | $53,182 | $72,269-26.4% | $101,271-47.5% | $79,852-33.4% |
| Participation rate | 43.3% | 68.5%-25.1pp | 75.8%-32.5pp | 69.6%-26.3pp |
| Annual return | 9.42% | 22.29%-12.9pp | 46.48%-37.1pp | 31.72%-22.3pp |
| Employer contribution / active EE | $984 | $2,692-63.4% | $3,660-73.1% | $2,471-60.2% |
| Participant deferral / active EE | $1,565 | $3,282-52.3% | $4,371-64.2% | $3,740-58.2% |
| Admin fee / account holder | $847 | $4,401-80.8% | $5,948-85.8% | $5,306-84.0% |