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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 | $62,343 | $46,877+33.0% | $122,354-49.0% | $70,126-11.1% |
| Participation rate | 44.9% | 58.2%-13.3pp | 71.6%-26.7pp | 69.5%-24.6pp |
| Annual return | 11.05% | 24.22%-13.2pp | 30.28%-19.2pp | 73.15%-62.1pp |
| Employer contribution / active EE | $709 | $1,288-45.0% | $4,051-82.5% | $2,343-69.7% |
| Participant deferral / active EE | $1,965 | $2,167-9.3% | $3,287-40.2% | $3,332-41.0% |
| Admin fee / account holder | $765 | $3,324-77.0% | $5,479-86.0% | $4,645-83.5% |