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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 | $45,732 | $81,331-43.8% | $155,534-70.6% | $80,935-43.5% |
| Participation rate | 64.3% | 66.3%-2.0pp | 78.2%-13.9pp | 67.7%-3.4pp |
| Annual return | 8.63% | 33.37%-24.7pp | 64.92%-56.3pp | 35.66%-27.0pp |
| Employer contribution / active EE | $997 | $3,105-67.9% | $4,675-78.7% | $2,757-63.8% |
| Participant deferral / active EE | $1,652 | $3,454-52.2% | $5,630-70.7% | $4,299-61.6% |
| Admin fee / account holder | $552 | $7,999-93.1% | $15,900-96.5% | $6,924-92.0% |