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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 | $59,429 | $81,504-27.1% | $102,437-42.0% | $80,959-26.6% |
| Participation rate | 47.8% | 66.9%-19.0pp | 74.5%-26.7pp | 67.7%-19.8pp |
| Annual return | 7.91% | 25.60%-17.7pp | 24.95%-17.0pp | 35.67%-27.8pp |
| Employer contribution / active EE | $944 | $3,104-69.6% | $3,871-75.6% | $2,757-65.8% |
| Participant deferral / active EE | $1,702 | $3,871-56.0% | $5,060-66.4% | $4,300-60.4% |
| Admin fee / account holder | $2,445 | $6,719-63.6% | $8,388-70.8% | $6,925-64.7% |