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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 | $51,284 | $78,197-34.4% | $98,090-47.7% | $82,637-37.9% |
| Participation rate | 59.5% | 77.5%-18.0pp | 81.5%-22.1pp | 68.1%-8.6pp |
| Annual return | 13.06% | 40.25%-27.2pp | 37.05%-24.0pp | 53.51%-40.5pp |
| Employer contribution / active EE | $387 | $2,605-85.1% | $3,606-89.3% | $2,552-84.8% |
| Participant deferral / active EE | $3,409 | $6,636-48.6% | $7,845-56.5% | $4,126-17.4% |
| Admin fee / account holder | $4,648 | $14,832-68.7% | $11,815-60.7% | $7,339-36.7% |