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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 | $46,991 | $82,523-43.1% | $115,752-59.4% | $70,124-33.0% |
| Participation rate | 40.6% | 74.0%-33.4pp | 77.8%-37.1pp | 69.5%-28.9pp |
| Annual return | 13.00% | 28.22%-15.2pp | 19.41%-6.4pp | 73.14%-60.1pp |
| Employer contribution / active EE | $697 | $2,758-74.7% | $3,492-80.0% | $2,342-70.3% |
| Participant deferral / active EE | $1,906 | $4,062-53.1% | $5,204-63.4% | $3,332-42.8% |
| Admin fee / account holder | $7,338 | $4,552+61.2% | $6,278+16.9% | $4,645+58.0% |