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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 | $46,343 | $49,239-5.9% | $70,462-34.2% | $79,858-42.0% |
| Participation rate | 42.1% | 69.2%-27.1pp | 75.1%-33.0pp | 69.6%-27.5pp |
| Annual return | 3.52% | 30.08%-26.6pp | 109.08%-105.6pp | 31.72%-28.2pp |
| Employer contribution / active EE | $671 | $2,100-68.1% | $2,737-75.5% | $2,471-72.8% |
| Participant deferral / active EE | $1,552 | $2,769-44.0% | $3,710-58.2% | $3,740-58.5% |
| Admin fee / account holder | $4,290 | $2,876+49.1% | $3,845+11.6% | $5,306-19.2% |