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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 | $45,055 | $63,845-29.4% | $81,370-44.6% | $80,959-44.3% |
| Participation rate | 62.2% | 63.9%-1.7pp | 69.5%-7.3pp | 67.7%-5.5pp |
| Annual return | 7.24% | 16.37%-9.1pp | 24.85%-17.6pp | 35.67%-28.4pp |
| Employer contribution / active EE | $1,679 | $1,980-15.2% | $2,464-31.9% | $2,757-39.1% |
| Participant deferral / active EE | $4,041 | $3,093+30.6% | $3,885+4.0% | $4,300-6.0% |
| Admin fee / account holder | $3,099 | $5,688-45.5% | $5,749-46.1% | $6,925-55.2% |