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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 | $44,780 | $73,955-39.5% | $96,520-53.6% | $75,181-40.4% |
| Participation rate | 65.1% | 66.4%-1.3pp | 74.3%-9.2pp | 67.2%-2.1pp |
| Annual return | 13.02% | 26.72%-13.7pp | 35.72%-22.7pp | 160.69%-147.7pp |
| Employer contribution / active EE | $911 | $2,930-68.9% | $3,739-75.6% | $2,671-65.9% |
| Participant deferral / active EE | $1,992 | $3,659-45.6% | $4,879-59.2% | $4,126-51.7% |
| Admin fee / account holder | $604 | $5,217-88.4% | $6,733-91.0% | $5,650-89.3% |