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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 | $46,146 | $94,015-50.9% | $99,460-53.6% | $94,015-50.9% |
| Participation rate | 61.7% | 70.8%-9.2pp | 78.6%-16.9pp | 70.8%-9.2pp |
| Annual return | 9.90% | 17.84%-7.9pp | 11.98%-2.1pp | 17.84%-7.9pp |
| Employer contribution / active EE | $1,512 | $2,790-45.8% | $6,049-75.0% | $2,790-45.8% |
| Participant deferral / active EE | $2,690 | $4,249-36.7% | $5,995-55.1% | $4,249-36.7% |
| Admin fee / account holder | $6,393 | $8,951-28.6% | $18,725-65.9% | $8,951-28.6% |