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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 | $54,554 | $60,349-9.6% | $74,184-26.5% | $62,881-13.2% |
| Participation rate | 50.0% | 72.7%-22.7pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 0.33% | 21.38%-21.0pp | 17.74%-17.4pp | 20.14%-19.8pp |
| Employer contribution / active EE | $346 | $1,680-79.4% | $2,370-85.4% | $2,281-84.8% |
| Participant deferral / active EE | $2,064 | $2,856-27.8% | $3,550-41.9% | $3,203-35.6% |
| Admin fee / account holder | $2,977 | $4,261-30.1% | $5,586-46.7% | $4,296-30.7% |