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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 | $73,787-12.4% | $98,716-34.5% | $82,448-21.6% |
| Participation rate | 57.6% | 61.4%-3.8pp | 69.3%-11.7pp | 68.1%-10.5pp |
| Annual return | 9.88% | 18.57%-8.7pp | 31.81%-21.9pp | 41.64%-31.8pp |
| Employer contribution / active EE | $428 | $1,511-71.7% | $2,279-81.2% | $2,551-83.2% |
| Participant deferral / active EE | $2,009 | $3,081-34.8% | $4,048-50.4% | $4,139-51.5% |
| Admin fee / account holder | $1,415 | $6,500-78.2% | $8,703-83.7% | $7,234-80.4% |