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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 | $65,017 | $46,877+38.7% | $122,354-46.9% | $70,126-7.3% |
| Participation rate | 46.7% | 58.2%-11.5pp | 71.6%-25.0pp | 69.5%-22.9pp |
| Annual return | 10.22% | 24.22%-14.0pp | 30.28%-20.1pp | 73.15%-62.9pp |
| Employer contribution / active EE | $554 | $1,288-57.0% | $4,051-86.3% | $2,343-76.3% |
| Participant deferral / active EE | $1,818 | $2,167-16.1% | $3,287-44.7% | $3,332-45.4% |
| Admin fee / account holder | $3,641 | $3,324+9.6% | $5,479-33.5% | $4,645-21.6% |