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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 | $49,328 | $55,889-11.7% | $76,119-35.2% | $80,935-39.1% |
| Participation rate | 30.0% | 62.1%-32.1pp | 69.1%-39.1pp | 67.7%-37.7pp |
| Annual return | 9.89% | 20.58%-10.7pp | 361.25%-351.4pp | 35.66%-25.8pp |
| Employer contribution / active EE | $811 | $1,866-56.6% | $2,693-69.9% | $2,757-70.6% |
| Participant deferral / active EE | $1,263 | $3,051-58.6% | $4,259-70.4% | $4,299-70.6% |
| Admin fee / account holder | $4,250 | $5,241-18.9% | $6,421-33.8% | $6,924-38.6% |