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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 | $53,479 | $63,845-16.2% | $81,370-34.3% | $80,959-33.9% |
| Participation rate | 37.9% | 63.9%-26.0pp | 69.5%-31.6pp | 67.7%-29.8pp |
| Annual return | 6.84% | 16.37%-9.5pp | 24.85%-18.0pp | 35.67%-28.8pp |
| Employer contribution / active EE | $580 | $1,980-70.7% | $2,464-76.4% | $2,757-78.9% |
| Participant deferral / active EE | $1,293 | $3,093-58.2% | $3,885-66.7% | $4,300-69.9% |
| Admin fee / account holder | $7,287 | $5,688+28.1% | $5,749+26.8% | $6,925+5.2% |