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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 | $71,208-34.7% | $93,681-50.4% | $80,911-42.5% |
| Participation rate | 57.7% | 60.4%-2.7pp | 68.7%-11.0pp | 67.6%-10.0pp |
| Annual return | 8.26% | 11.27%-3.0pp | 133.47%-125.2pp | 35.63%-27.4pp |
| Employer contribution / active EE | $455 | $1,564-70.9% | $2,422-81.2% | $2,756-83.5% |
| Participant deferral / active EE | $6,757 | $4,035+67.5% | $4,415+53.1% | $4,297+57.3% |
| Admin fee / account holder | $24,364 | $6,951+250.5% | $8,290+193.9% | $6,935+251.3% |