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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 | $64,517-25.3% | $81,438-40.8% | $80,874-40.4% |
| Participation rate | 48.0% | 63.9%-15.9pp | 69.5%-21.5pp | 67.6%-19.6pp |
| Annual return | 9.63% | 16.35%-6.7pp | 24.74%-15.1pp | 35.62%-26.0pp |
| Employer contribution / active EE | $934 | $1,982-52.9% | $2,460-62.0% | $2,756-66.1% |
| Participant deferral / active EE | $1,642 | $3,096-47.0% | $3,883-57.7% | $4,297-61.8% |
| Admin fee / account holder | $3,872 | $5,677-31.8% | $5,764-32.8% | $6,935-44.2% |