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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 | $59,440-24.6% | $78,004-42.6% | $82,637-45.8% |
| Participation rate | 51.9% | 62.8%-11.0pp | 69.4%-17.6pp | 68.1%-16.2pp |
| Annual return | 12.16% | 40.24%-28.1pp | 31.07%-18.9pp | 53.51%-41.3pp |
| Employer contribution / active EE | $649 | $1,750-62.9% | $2,469-73.7% | $2,552-74.6% |
| Participant deferral / active EE | $2,728 | $3,138-13.1% | $4,092-33.3% | $4,126-33.9% |
| Admin fee / account holder | $4,333 | $5,504-21.3% | $7,578-42.8% | $7,339-41.0% |