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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 | $51,003 | $77,358-34.1% | $102,184-50.1% | $87,485-41.7% |
| Participation rate | 65.5% | 78.7%-13.2pp | 82.6%-17.1pp | 68.9%-3.4pp |
| Annual return | 12.35% | 41.11%-28.8pp | 31.58%-19.2pp | 26.06%-13.7pp |
| Employer contribution / active EE | $583 | $2,562-77.2% | $3,594-83.8% | $2,596-77.5% |
| Participant deferral / active EE | $3,105 | $6,753-54.0% | $8,309-62.6% | $4,274-27.3% |
| Admin fee / account holder | $6,095 | $6,809-10.5% | $11,609-47.5% | $7,775-21.6% |