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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 | $48,331 | $76,551-36.9% | $123,894-61.0% | $62,881-23.1% |
| Participation rate | 40.4% | 73.0%-32.6pp | 81.4%-41.0pp | 69.3%-28.9pp |
| Annual return | 5.84% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $512 | $2,882-82.2% | $4,617-88.9% | $2,281-77.6% |
| Participant deferral / active EE | $5,429 | $4,840+12.2% | $5,984-9.3% | $3,203+69.5% |
| Admin fee / account holder | $12,280 | $4,826+154.5% | $8,357+46.9% | $4,296+185.9% |