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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 | $46,495 | $123,478-62.3% | $216,567-78.5% | $94,015-50.5% |
| Participation rate | 63.3% | 75.1%-11.8pp | 81.6%-18.3pp | 70.8%-7.5pp |
| Annual return | 4.01% | 23.61%-19.6pp | 12.94%-8.9pp | 17.84%-13.8pp |
| Employer contribution / active EE | $934 | $3,136-70.2% | $5,216-82.1% | $2,790-66.5% |
| Participant deferral / active EE | $3,353 | $4,556-26.4% | $6,191-45.8% | $4,249-21.1% |
| Admin fee / account holder | $2,589 | $12,753-79.7% | $21,981-88.2% | $8,951-71.1% |