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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 | $92,573-50.2% | $85,946-46.3% | $86,983-46.9% |
| Participation rate | 61.7% | 70.5%-8.8pp | 77.2%-15.5pp | 69.5%-7.9pp |
| Annual return | 9.90% | 15.50%-5.6pp | 31.33%-21.4pp | 25.83%-15.9pp |
| Employer contribution / active EE | $1,512 | $4,254-64.5% | $4,539-66.7% | $2,584-41.5% |
| Participant deferral / active EE | $2,690 | $3,999-32.7% | $5,465-50.8% | $4,194-35.9% |
| Admin fee / account holder | $6,393 | $7,308-12.5% | $11,250-43.2% | $7,856-18.6% |