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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 | $48,485 | $52,279-7.3% | $89,435-45.8% | $79,856-39.3% |
| Participation rate | 25.7% | 57.5%-31.9pp | 68.0%-42.3pp | 69.6%-44.0pp |
| Annual return | 1.16% | 22.16%-21.0pp | 245.55%-244.4pp | 31.71%-30.5pp |
| Employer contribution / active EE | $555 | $1,572-64.7% | $2,587-78.6% | $2,471-77.6% |
| Participant deferral / active EE | $926 | $2,740-66.2% | $3,890-76.2% | $3,741-75.2% |
| Admin fee / account holder | $1,576 | $3,356-53.0% | $4,884-67.7% | $5,306-70.3% |