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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 | $46,363 | $49,025-5.4% | $87,502-47.0% | $62,881-26.3% |
| Participation rate | 50.0% | 64.9%-14.9pp | 73.8%-23.8pp | 69.3%-19.3pp |
| Annual return | 3.45% | 10.02%-6.6pp | 12.21%-8.8pp | 20.14%-16.7pp |
| Employer contribution / active EE | $552 | $1,372-59.8% | $2,550-78.4% | $2,281-75.8% |
| Participant deferral / active EE | $1,362 | $2,289-40.5% | $3,149-56.7% | $3,203-57.5% |
| Admin fee / account holder | $1,281 | $4,065-68.5% | $4,221-69.7% | $4,296-70.2% |