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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 | $45,143 | $78,423-42.4% | $95,964-53.0% | $79,856-43.5% |
| Participation rate | 55.4% | 73.5%-18.1pp | 77.1%-21.7pp | 69.6%-14.3pp |
| Annual return | 5.01% | 19.37%-14.4pp | 91.64%-86.6pp | 31.71%-26.7pp |
| Employer contribution / active EE | $810 | $1,945-58.3% | $2,541-68.1% | $2,471-67.2% |
| Participant deferral / active EE | $2,346 | $3,440-31.8% | $4,167-43.7% | $3,741-37.3% |
| Admin fee / account holder | $7,170 | $5,622+27.5% | $6,797+5.5% | $5,306+35.1% |