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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 | $55,889-5.4% | $76,119-30.5% | $80,935-34.6% |
| Participation rate | 38.9% | 62.1%-23.2pp | 69.1%-30.2pp | 67.7%-28.8pp |
| Annual return | 10.15% | 20.58%-10.4pp | 361.25%-351.1pp | 35.66%-25.5pp |
| Employer contribution / active EE | $841 | $1,866-54.9% | $2,693-68.7% | $2,757-69.5% |
| Participant deferral / active EE | $2,318 | $3,051-24.0% | $4,259-45.6% | $4,299-46.1% |
| Admin fee / account holder | $610 | $5,241-88.4% | $6,421-90.5% | $6,924-91.2% |