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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 | $49,859 | $53,777-7.3% | $134,155-62.8% | $79,858-37.6% |
| Participation rate | 35.1% | 58.8%-23.6pp | 72.2%-37.1pp | 69.6%-34.5pp |
| Annual return | 8.16% | 19.01%-10.9pp | 36.34%-28.2pp | 31.72%-23.6pp |
| Employer contribution / active EE | $713 | $1,321-46.0% | $3,705-80.7% | $2,471-71.1% |
| Participant deferral / active EE | $1,541 | $2,420-36.3% | $3,500-56.0% | $3,740-58.8% |
| Admin fee / account holder | $4,314 | $3,984+8.3% | $6,685-35.5% | $5,306-18.7% |