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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 | $42,619 | $63,082-32.4% | $81,726-47.9% | $79,856-46.6% |
| Participation rate | 54.5% | 67.5%-13.0pp | 72.0%-17.5pp | 69.6%-15.1pp |
| Annual return | 2.60% | 22.66%-20.1pp | 29.49%-26.9pp | 31.71%-29.1pp |
| Employer contribution / active EE | $415 | $1,795-76.9% | $4,311-90.4% | $2,471-83.2% |
| Participant deferral / active EE | $1,433 | $2,780-48.4% | $7,108-79.8% | $3,741-61.7% |
| Admin fee / account holder | $3,641 | $4,428-17.8% | $5,160-29.4% | $5,306-31.4% |