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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 | $48,190 | $63,809-24.5% | $81,353-40.8% | $80,935-40.5% |
| Participation rate | 48.0% | 63.9%-15.9pp | 69.5%-21.5pp | 67.7%-19.7pp |
| Annual return | 9.63% | 16.37%-6.7pp | 24.82%-15.2pp | 35.66%-26.0pp |
| Employer contribution / active EE | $934 | $1,981-52.8% | $2,464-62.1% | $2,757-66.1% |
| Participant deferral / active EE | $1,642 | $3,093-46.9% | $3,885-57.7% | $4,299-61.8% |
| Admin fee / account holder | $3,872 | $5,686-31.9% | $5,766-32.8% | $6,924-44.1% |