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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 | $47,852 | $67,602-29.2% | $82,312-41.9% | $70,126-31.8% |
| Participation rate | 68.8% | 72.8%-4.0pp | 76.9%-8.1pp | 69.5%-0.8pp |
| Annual return | 10.13% | 21.57%-11.4pp | 25.88%-15.8pp | 73.15%-63.0pp |
| Employer contribution / active EE | $1,100 | $1,755-37.3% | $2,428-54.7% | $2,343-53.1% |
| Participant deferral / active EE | $2,890 | $2,987-3.3% | $3,706-22.0% | $3,332-13.3% |
| Admin fee / account holder | $11,288 | $4,512+150.2% | $5,608+101.3% | $4,645+143.0% |