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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 | $55,207 | $86,940-36.5% | $102,434-46.1% | $80,935-31.8% |
| Participation rate | 64.1% | 72.4%-8.3pp | 76.5%-12.4pp | 67.7%-3.6pp |
| Annual return | 9.76% | 18.89%-9.1pp | 29.46%-19.7pp | 35.66%-25.9pp |
| Employer contribution / active EE | $735 | $2,370-69.0% | $3,023-75.7% | $2,757-73.3% |
| Participant deferral / active EE | $1,966 | $4,121-52.3% | $5,055-61.1% | $4,299-54.3% |
| Admin fee / account holder | $4,975 | $8,047-38.2% | $9,462-47.4% | $6,924-28.2% |