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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 | $70,576 | $83,898-15.9% | $133,346-47.1% | $94,015-24.9% |
| Participation rate | 47.4% | 63.4%-16.0pp | 72.8%-25.5pp | 70.8%-23.5pp |
| Annual return | 9.32% | 16.00%-6.7pp | 36.85%-27.5pp | 17.84%-8.5pp |
| Employer contribution / active EE | $340 | $1,821-81.3% | $2,853-88.1% | $2,790-87.8% |
| Participant deferral / active EE | $4,210 | $3,245+29.7% | $4,332-2.8% | $4,249-0.9% |
| Admin fee / account holder | $3,514 | $7,809-55.0% | $14,264-75.4% | $8,951-60.7% |