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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 | $46,741 | $225,673-79.3% | $203,872-77.1% | $155,188-69.9% |
| Participation rate | 60.0% | 80.3%-20.3pp | 77.8%-17.8pp | 80.8%-20.8pp |
| Annual return | 4.91% | 95.91%-91.0pp | 85.11%-80.2pp | 148.84%-143.9pp |
| Employer contribution / active EE | $660 | $4,099-83.9% | $3,757-82.4% | $4,248-84.5% |
| Participant deferral / active EE | $3,508 | $6,893-49.1% | $6,388-45.1% | $6,531-46.3% |
| Admin fee / account holder | $806 | $12,327-93.5% | $11,730-93.1% | $14,480-94.4% |