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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 | $52,670 | $56,894-7.4% | $84,753-37.9% | $62,881-16.2% |
| Participation rate | 56.1% | 68.5%-12.4pp | 76.6%-20.5pp | 69.3%-13.2pp |
| Annual return | 3.73% | 6.30%-2.6pp | 22.78%-19.1pp | 20.14%-16.4pp |
| Employer contribution / active EE | $992 | $2,400-58.7% | $3,574-72.3% | $2,281-56.5% |
| Participant deferral / active EE | $4,203 | $2,709+55.1% | $3,712+13.2% | $3,203+31.2% |
| Admin fee / account holder | $823 | $3,581-77.0% | $5,333-84.6% | $4,296-80.8% |