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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 | $78,013-28.9% | $178,449-68.9% | $80,911-31.4% |
| Participation rate | 61.4% | 65.7%-4.3pp | 77.1%-15.7pp | 67.6%-6.3pp |
| Annual return | 10.24% | 18.07%-7.8pp | 27.09%-16.8pp | 35.63%-25.4pp |
| Employer contribution / active EE | $810 | $2,287-64.6% | $3,951-79.5% | $2,756-70.6% |
| Participant deferral / active EE | $3,732 | $4,408-15.3% | $6,277-40.5% | $4,297-13.1% |
| Admin fee / account holder | $6,179 | $7,166-13.8% | $10,362-40.4% | $6,935-10.9% |