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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 | $64,628 | $76,834-15.9% | $108,359-40.4% | $87,485-26.1% |
| Participation rate | 57.6% | 61.7%-4.2pp | 70.1%-12.5pp | 68.9%-11.4pp |
| Annual return | 9.88% | 19.09%-9.2pp | 36.89%-27.0pp | 26.06%-16.2pp |
| Employer contribution / active EE | $428 | $1,556-72.5% | $2,399-82.2% | $2,596-83.5% |
| Participant deferral / active EE | $2,009 | $3,100-35.2% | $4,137-51.4% | $4,274-53.0% |
| Admin fee / account holder | $1,415 | $6,537-78.4% | $9,741-85.5% | $7,775-81.8% |