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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 | $114,712-59.5% | $173,730-73.2% | $87,485-46.9% |
| Participation rate | 63.3% | 73.0%-9.7pp | 79.6%-16.2pp | 68.9%-5.6pp |
| Annual return | 4.01% | 20.18%-16.2pp | 19.96%-15.9pp | 26.06%-22.1pp |
| Employer contribution / active EE | $934 | $2,904-67.8% | $4,577-79.6% | $2,596-64.0% |
| Participant deferral / active EE | $3,353 | $4,642-27.8% | $6,326-47.0% | $4,274-21.5% |
| Admin fee / account holder | $2,589 | $10,210-74.6% | $17,523-85.2% | $7,775-66.7% |