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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 | $46,596 | $75,541-38.3% | $152,093-69.4% | $82,637-43.6% |
| Participation rate | 56.3% | 66.5%-10.3pp | 77.8%-21.5pp | 68.1%-11.8pp |
| Annual return | 9.17% | 32.56%-23.4pp | 66.36%-57.2pp | 53.51%-44.3pp |
| Employer contribution / active EE | $883 | $2,622-66.3% | $4,175-78.9% | $2,552-65.4% |
| Participant deferral / active EE | $1,163 | $3,206-63.7% | $5,451-78.7% | $4,126-71.8% |
| Admin fee / account holder | $5,801 | $6,405-9.4% | $14,497-60.0% | $7,339-21.0% |