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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 | $41,533 | $95,404-56.5% | $113,397-63.4% | $82,637-49.7% |
| Participation rate | 66.7% | 72.8%-6.2pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 8.67% | 19.08%-10.4pp | 23.20%-14.5pp | 53.51%-44.8pp |
| Employer contribution / active EE | $805 | $2,307-65.1% | $2,977-73.0% | $2,552-68.5% |
| Participant deferral / active EE | $2,834 | $4,220-32.8% | $5,076-44.2% | $4,126-31.3% |
| Admin fee / account holder | $2,894 | $9,168-68.4% | $11,957-75.8% | $7,339-60.6% |