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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 | $44,585 | $76,551-41.8% | $123,894-64.0% | $62,881-29.1% |
| Participation rate | 65.4% | 73.0%-7.6pp | 81.4%-16.0pp | 69.3%-3.9pp |
| Annual return | 5.20% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,487 | $2,882-48.4% | $4,617-67.8% | $2,281-34.8% |
| Participant deferral / active EE | $2,386 | $4,840-50.7% | $5,984-60.1% | $3,203-25.5% |
| Admin fee / account holder | $899 | $4,826-81.4% | $8,357-89.2% | $4,296-79.1% |