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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 | $65,784 | $76,564-14.1% | $105,582-37.7% | $94,015-30.0% |
| Participation rate | 44.0% | 65.2%-21.2pp | 71.8%-27.8pp | 70.8%-26.8pp |
| Annual return | 10.48% | 20.69%-10.2pp | 18.61%-8.1pp | 17.84%-7.4pp |
| Employer contribution / active EE | $975 | $1,995-51.1% | $2,984-67.3% | $2,790-65.0% |
| Participant deferral / active EE | $1,628 | $3,320-51.0% | $4,353-62.6% | $4,249-61.7% |
| Admin fee / account holder | $2,232 | $7,129-68.7% | $12,856-82.6% | $8,951-75.1% |