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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 | $54,445 | $77,574-29.8% | $108,753-49.9% | $86,983-37.4% |
| Participation rate | 55.2% | 62.3%-7.1pp | 71.1%-15.9pp | 69.5%-14.4pp |
| Annual return | 8.12% | 18.42%-10.3pp | 37.47%-29.3pp | 25.83%-17.7pp |
| Employer contribution / active EE | $384 | $1,611-76.2% | $2,427-84.2% | $2,584-85.1% |
| Participant deferral / active EE | $3,307 | $3,128+5.7% | $4,115-19.6% | $4,194-21.2% |
| Admin fee / account holder | $2,581 | $6,529-60.5% | $10,320-75.0% | $7,856-67.1% |