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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 | $50,337 | $67,602-25.5% | $82,312-38.8% | $70,126-28.2% |
| Participation rate | 58.2% | 72.8%-14.6pp | 76.9%-18.7pp | 69.5%-11.3pp |
| Annual return | 10.52% | 21.57%-11.0pp | 25.88%-15.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $827 | $1,755-52.9% | $2,428-65.9% | $2,343-64.7% |
| Participant deferral / active EE | $3,349 | $2,987+12.1% | $3,706-9.6% | $3,332+0.5% |
| Admin fee / account holder | $330 | $4,512-92.7% | $5,608-94.1% | $4,645-92.9% |