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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 | $41,308 | $76,371-45.9% | $93,621-55.9% | $72,976-43.4% |
| Participation rate | 48.8% | 71.8%-22.9pp | 75.8%-27.0pp | 69.5%-20.7pp |
| Annual return | 2.15% | 25.82%-23.7pp | 32.76%-30.6pp | 81.02%-78.9pp |
| Employer contribution / active EE | $856 | $2,276-62.4% | $2,719-68.5% | $2,440-64.9% |
| Participant deferral / active EE | $2,817 | $3,538-20.4% | $4,070-30.8% | $3,608-21.9% |
| Admin fee / account holder | $393 | $6,839-94.3% | $7,890-95.0% | $5,124-92.3% |