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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 | $45,225 | $49,657-8.9% | $93,063-51.4% | $67,986-33.5% |
| Participation rate | 21.5% | 49.9%-28.5pp | 72.1%-50.6pp | 57.2%-35.7pp |
| Annual return | 13.69% | 26.27%-12.6pp | 34.15%-20.5pp | 31.67%-18.0pp |
| Employer contribution / active EE | $982 | $1,279-23.2% | $2,476-60.4% | $2,019-51.4% |
| Participant deferral / active EE | $1,540 | $2,484-38.0% | $3,958-61.1% | $3,358-54.1% |
| Admin fee / account holder | $3,645 | $2,843+28.2% | $6,033-39.6% | $3,203+13.8% |