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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 | $60,951 | $87,106-30.0% | $105,607-42.3% | $80,935-24.7% |
| Participation rate | 43.1% | 70.4%-27.3pp | 75.3%-32.1pp | 67.7%-24.5pp |
| Annual return | 9.84% | 17.01%-7.2pp | 116.11%-106.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $754 | $2,396-68.5% | $3,167-76.2% | $2,757-72.6% |
| Participant deferral / active EE | $2,644 | $3,986-33.7% | $5,011-47.2% | $4,299-38.5% |
| Admin fee / account holder | $2,826 | $8,447-66.5% | $10,958-74.2% | $6,924-59.2% |