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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 | $52,898 | $56,063-5.6% | $76,051-30.4% | $80,911-34.6% |
| Participation rate | 38.9% | 62.0%-23.2pp | 69.1%-30.2pp | 67.6%-28.8pp |
| Annual return | 10.15% | 20.54%-10.4pp | 360.42%-350.3pp | 35.63%-25.5pp |
| Employer contribution / active EE | $841 | $1,874-55.1% | $2,690-68.7% | $2,756-69.5% |
| Participant deferral / active EE | $2,318 | $3,052-24.1% | $4,257-45.5% | $4,297-46.1% |
| Admin fee / account holder | $610 | $5,240-88.4% | $6,416-90.5% | $6,935-91.2% |