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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 | $46,484 | $71,230-34.7% | $93,727-50.4% | $80,959-42.6% |
| Participation rate | 57.7% | 60.4%-2.7pp | 68.7%-11.0pp | 67.7%-10.0pp |
| Annual return | 8.26% | 11.26%-3.0pp | 133.83%-125.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $455 | $1,565-70.9% | $2,421-81.2% | $2,757-83.5% |
| Participant deferral / active EE | $6,757 | $4,037+67.4% | $4,417+53.0% | $4,300+57.1% |
| Admin fee / account holder | $24,364 | $6,961+250.0% | $8,292+193.8% | $6,925+251.8% |