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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 | $45,902 | $63,082-27.2% | $81,726-43.8% | $79,856-42.5% |
| Participation rate | 66.7% | 67.5%-0.9pp | 72.0%-5.3pp | 69.6%-3.0pp |
| Annual return | 6.90% | 22.66%-15.8pp | 29.49%-22.6pp | 31.71%-24.8pp |
| Employer contribution / active EE | $1,151 | $1,795-35.9% | $4,311-73.3% | $2,471-53.4% |
| Participant deferral / active EE | $3,841 | $2,780+38.1% | $7,108-46.0% | $3,741+2.7% |
| Admin fee / account holder | $4,619 | $4,428+4.3% | $5,160-10.5% | $5,306-13.0% |