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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 | $47,105 | $78,015-39.6% | $178,505-73.6% | $80,959-41.8% |
| Participation rate | 40.0% | 65.7%-25.7pp | 77.1%-37.1pp | 67.7%-27.7pp |
| Annual return | 9.92% | 18.10%-8.2pp | 27.16%-17.2pp | 35.67%-25.7pp |
| Employer contribution / active EE | $658 | $2,281-71.1% | $3,955-83.4% | $2,757-76.1% |
| Participant deferral / active EE | $1,984 | $4,406-55.0% | $6,280-68.4% | $4,300-53.9% |
| Admin fee / account holder | $4,158 | $7,160-41.9% | $10,428-60.1% | $6,925-40.0% |