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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 | $56,063-12.0% | $76,051-35.1% | $80,911-39.0% |
| Participation rate | 30.0% | 62.0%-32.0pp | 69.1%-39.1pp | 67.6%-37.6pp |
| Annual return | 9.89% | 20.54%-10.7pp | 360.42%-350.5pp | 35.63%-25.7pp |
| Employer contribution / active EE | $811 | $1,874-56.7% | $2,690-69.9% | $2,756-70.6% |
| Participant deferral / active EE | $1,263 | $3,052-58.6% | $4,257-70.3% | $4,297-70.6% |
| Admin fee / account holder | $4,250 | $5,240-18.9% | $6,416-33.8% | $6,935-38.7% |