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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 | $49,782 | $76,407-34.8% | $150,298-66.9% | $82,448-39.6% |
| Participation rate | 56.1% | 66.4%-10.3pp | 77.8%-21.6pp | 68.1%-11.9pp |
| Annual return | 9.86% | 39.99%-30.1pp | 62.79%-52.9pp | 41.64%-31.8pp |
| Employer contribution / active EE | $665 | $2,614-74.6% | $4,154-84.0% | $2,551-73.9% |
| Participant deferral / active EE | $2,455 | $3,214-23.6% | $5,453-55.0% | $4,139-40.7% |
| Admin fee / account holder | $8,367 | $6,352+31.7% | $14,116-40.7% | $7,234+15.7% |