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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 | $48,678 | $61,338-20.6% | $149,717-67.5% | $71,495-31.9% |
| Participation rate | 40.0% | 62.5%-22.5pp | 78.8%-38.8pp | 67.9%-27.9pp |
| Annual return | 7.07% | 35.86%-28.8pp | 134.41%-127.3pp | 28.85%-21.8pp |
| Employer contribution / active EE | $697 | $2,381-70.7% | $4,820-85.5% | $2,589-73.1% |
| Participant deferral / active EE | $1,305 | $2,919-55.3% | $5,682-77.0% | $4,291-69.6% |
| Admin fee / account holder | $1,536 | $1,263+21.6% | $13,213-88.4% | $1,588-3.3% |