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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 | $54,197 | $72,269-25.0% | $101,271-46.5% | $79,852-32.1% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 8.60% | 22.29%-13.7pp | 46.48%-37.9pp | 31.72%-23.1pp |
| Employer contribution / active EE | $707 | $2,692-73.7% | $3,660-80.7% | $2,471-71.4% |
| Participant deferral / active EE | $2,127 | $3,282-35.2% | $4,371-51.3% | $3,740-43.1% |
| Admin fee / account holder | $3,049 | $4,401-30.7% | $5,948-48.7% | $5,306-42.5% |