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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 | $64,547 | $106,267-39.3% | $96,520-33.1% | $139,456-53.7% |
| Participation rate | 40.9% | 77.8%-36.9pp | 74.3%-33.4pp | 80.3%-39.4pp |
| Annual return | 8.01% | 38.45%-30.4pp | 35.72%-27.7pp | 373.45%-365.4pp |
| Employer contribution / active EE | $884 | $4,105-78.5% | $3,739-76.4% | $4,753-81.4% |
| Participant deferral / active EE | $2,559 | $5,454-53.1% | $4,879-47.5% | $6,711-61.9% |
| Admin fee / account holder | $1,885 | $7,882-76.1% | $6,733-72.0% | $11,407-83.5% |