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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 | $47,389 | $78,015-39.3% | $178,505-73.5% | $80,959-41.5% |
| Participation rate | 63.8% | 65.7%-1.9pp | 77.1%-13.4pp | 67.7%-3.9pp |
| Annual return | 9.15% | 18.10%-8.9pp | 27.16%-18.0pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,027 | $2,281-55.0% | $3,955-74.0% | $2,757-62.7% |
| Participant deferral / active EE | $1,821 | $4,406-58.7% | $6,280-71.0% | $4,300-57.7% |
| Admin fee / account holder | $1,544 | $7,160-78.4% | $10,428-85.2% | $6,925-77.7% |