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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 | $55,469 | $77,962-28.9% | $178,540-68.9% | $80,935-31.5% |
| Participation rate | 61.4% | 65.7%-4.3pp | 77.1%-15.7pp | 67.7%-6.3pp |
| Annual return | 10.24% | 18.10%-7.9pp | 27.15%-16.9pp | 35.66%-25.4pp |
| Employer contribution / active EE | $810 | $2,280-64.5% | $3,953-79.5% | $2,757-70.6% |
| Participant deferral / active EE | $3,732 | $4,404-15.3% | $6,281-40.6% | $4,299-13.2% |
| Admin fee / account holder | $6,179 | $7,156-13.7% | $10,424-40.7% | $6,924-10.8% |