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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 | $44,037 | $49,791-11.6% | $78,210-43.7% | $70,126-37.2% |
| Participation rate | 56.7% | 62.3%-5.6pp | 68.7%-12.0pp | 69.5%-12.8pp |
| Annual return | 10.22% | 20.75%-10.5pp | 40.90%-30.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $621 | $1,430-56.5% | $2,034-69.4% | $2,343-73.5% |
| Participant deferral / active EE | $1,345 | $2,150-37.4% | $2,823-52.3% | $3,332-59.6% |
| Admin fee / account holder | $3,532 | $3,181+11.0% | $3,758-6.0% | $4,645-24.0% |