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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 | $51,825 | $57,073-9.2% | $85,126-39.1% | $80,925-36.0% |
| Participation rate | 41.3% | 56.4%-15.1pp | 67.5%-26.3pp | 67.7%-26.4pp |
| Annual return | 0.75% | 21.69%-20.9pp | 66.63%-65.9pp | 35.65%-34.9pp |
| Employer contribution / active EE | $878 | $1,801-51.2% | $2,731-67.8% | $2,756-68.1% |
| Participant deferral / active EE | $2,340 | $3,113-24.8% | $4,523-48.3% | $4,299-45.6% |
| Admin fee / account holder | $3,548 | $4,988-28.9% | $6,160-42.4% | $6,940-48.9% |