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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 | $51,292 | $56,054-8.5% | $171,082-70.0% | $62,881-18.4% |
| Participation rate | 43.6% | 62.9%-19.3pp | 76.7%-33.1pp | 69.3%-25.7pp |
| Annual return | 0.68% | 22.52%-21.8pp | 32.56%-31.9pp | 20.14%-19.5pp |
| Employer contribution / active EE | $401 | $1,731-76.8% | $4,002-90.0% | $2,281-82.4% |
| Participant deferral / active EE | $3,401 | $3,158+7.7% | $4,797-29.1% | $3,203+6.2% |
| Admin fee / account holder | $1,256 | $3,647-65.5% | $8,520-85.3% | $4,296-70.8% |