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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 | $51,253 | $90,400-43.3% | $186,193-72.5% | $87,485-41.4% |
| Participation rate | 44.7% | 66.2%-21.5pp | 77.1%-32.4pp | 68.9%-24.3pp |
| Annual return | 10.34% | 22.15%-11.8pp | 78.03%-67.7pp | 26.06%-15.7pp |
| Employer contribution / active EE | $779 | $2,170-64.1% | $3,918-80.1% | $2,596-70.0% |
| Participant deferral / active EE | $2,229 | $4,330-48.5% | $6,513-65.8% | $4,274-47.8% |
| Admin fee / account holder | $664 | $8,673-92.3% | $11,058-94.0% | $7,775-91.5% |