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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 | $44,810 | $58,627-23.6% | $76,735-41.6% | $82,448-45.7% |
| Participation rate | 51.9% | 63.2%-11.4pp | 69.5%-17.6pp | 68.1%-16.2pp |
| Annual return | 12.16% | 39.10%-26.9pp | 29.77%-17.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $649 | $1,729-62.5% | $2,454-73.5% | $2,551-74.6% |
| Participant deferral / active EE | $2,728 | $3,134-12.9% | $4,088-33.3% | $4,139-34.1% |
| Admin fee / account holder | $4,333 | $5,323-18.6% | $7,189-39.7% | $7,234-40.1% |