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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 | $52,453 | $67,602-22.4% | $82,312-36.3% | $70,126-25.2% |
| Participation rate | 66.2% | 72.8%-6.6pp | 76.9%-10.7pp | 69.5%-3.3pp |
| Annual return | 10.68% | 21.57%-10.9pp | 25.88%-15.2pp | 73.15%-62.5pp |
| Employer contribution / active EE | $834 | $1,755-52.5% | $2,428-65.7% | $2,343-64.4% |
| Participant deferral / active EE | $2,364 | $2,987-20.9% | $3,706-36.2% | $3,332-29.0% |
| Admin fee / account holder | $5,424 | $4,512+20.2% | $5,608-3.3% | $4,645+16.8% |