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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 | $47,430 | $76,551-38.0% | $123,894-61.7% | $62,881-24.6% |
| Participation rate | 61.0% | 73.0%-12.0pp | 81.4%-20.4pp | 69.3%-8.3pp |
| Annual return | 4.96% | 18.68%-13.7pp | 47.52%-42.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $743 | $2,882-74.2% | $4,617-83.9% | $2,281-67.4% |
| Participant deferral / active EE | $3,713 | $4,840-23.3% | $5,984-38.0% | $3,203+15.9% |
| Admin fee / account holder | $608 | $4,826-87.4% | $8,357-92.7% | $4,296-85.9% |