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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 | $47,322 | $81,487-41.9% | $102,412-53.8% | $80,935-41.5% |
| Participation rate | 42.9% | 66.8%-24.0pp | 74.5%-31.6pp | 67.7%-24.8pp |
| Annual return | 7.65% | 25.60%-17.9pp | 24.94%-17.3pp | 35.66%-28.0pp |
| Employer contribution / active EE | $1,007 | $3,103-67.5% | $3,870-74.0% | $2,757-63.5% |
| Participant deferral / active EE | $1,833 | $3,871-52.6% | $5,060-63.8% | $4,299-57.4% |
| Admin fee / account holder | $1,686 | $6,717-74.9% | $8,388-79.9% | $6,924-75.7% |