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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 | $54,274 | $73,787-26.4% | $98,716-45.0% | $82,448-34.2% |
| Participation rate | 54.0% | 61.4%-7.4pp | 69.3%-15.3pp | 68.1%-14.1pp |
| Annual return | 9.26% | 18.57%-9.3pp | 31.81%-22.6pp | 41.64%-32.4pp |
| Employer contribution / active EE | $768 | $1,511-49.2% | $2,279-66.3% | $2,551-69.9% |
| Participant deferral / active EE | $1,360 | $3,081-55.9% | $4,048-66.4% | $4,139-67.1% |
| Admin fee / account holder | $3,741 | $6,500-42.4% | $8,703-57.0% | $7,234-48.3% |