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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 | $61,149 | $81,331-24.8% | $155,534-60.7% | $80,935-24.4% |
| Participation rate | 44.2% | 66.3%-22.1pp | 78.2%-34.0pp | 67.7%-23.5pp |
| Annual return | 9.59% | 33.37%-23.8pp | 64.92%-55.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $461 | $3,105-85.2% | $4,675-90.1% | $2,757-83.3% |
| Participant deferral / active EE | $1,217 | $3,454-64.8% | $5,630-78.4% | $4,299-71.7% |
| Admin fee / account holder | $684 | $7,999-91.5% | $15,900-95.7% | $6,924-90.1% |