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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 | $57,061-9.2% | $85,063-39.1% | $80,911-35.9% |
| Participation rate | 41.3% | 56.3%-15.1pp | 67.5%-26.2pp | 67.6%-26.4pp |
| Annual return | 0.75% | 21.66%-20.9pp | 66.54%-65.8pp | 35.63%-34.9pp |
| Employer contribution / active EE | $878 | $1,799-51.2% | $2,727-67.8% | $2,756-68.1% |
| Participant deferral / active EE | $2,340 | $3,110-24.8% | $4,523-48.3% | $4,297-45.6% |
| Admin fee / account holder | $3,548 | $4,986-28.8% | $6,155-42.4% | $6,935-48.8% |