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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 | $95,453-56.5% | $112,040-62.9% | $82,448-49.6% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.5%-9.8pp | 68.1%-1.4pp |
| Annual return | 8.67% | 23.92%-15.2pp | 24.52%-15.8pp | 41.64%-33.0pp |
| Employer contribution / active EE | $805 | $2,318-65.3% | $2,954-72.7% | $2,551-68.4% |
| Participant deferral / active EE | $2,834 | $4,224-32.9% | $5,098-44.4% | $4,139-31.5% |
| Admin fee / account holder | $2,894 | $9,013-67.9% | $12,098-76.1% | $7,234-60.0% |