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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 | $51,464 | $87,166-41.0% | $76,735-32.9% | $137,256-62.5% |
| Participation rate | 63.6% | 74.4%-10.7pp | 69.5%-5.9pp | 80.0%-16.3pp |
| Annual return | 10.29% | 26.50%-16.2pp | 29.77%-19.5pp | 220.34%-210.0pp |
| Employer contribution / active EE | $973 | $2,904-66.5% | $2,454-60.4% | $4,156-76.6% |
| Participant deferral / active EE | $8,473 | $4,726+79.3% | $4,088+107.3% | $6,407+32.3% |
| Admin fee / account holder | $10,501 | $8,403+25.0% | $7,189+46.1% | $12,270-14.4% |