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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 | $47,779 | $67,602-29.3% | $82,312-42.0% | $70,126-31.9% |
| Participation rate | 45.5% | 72.8%-27.3pp | 76.9%-31.4pp | 69.5%-24.1pp |
| Annual return | 8.90% | 21.57%-12.7pp | 25.88%-17.0pp | 73.15%-64.2pp |
| Employer contribution / active EE | $791 | $1,755-54.9% | $2,428-67.4% | $2,343-66.2% |
| Participant deferral / active EE | $2,610 | $2,987-12.6% | $3,706-29.6% | $3,332-21.7% |
| Admin fee / account holder | $1,574 | $4,512-65.1% | $5,608-71.9% | $4,645-66.1% |