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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 | $106,280-39.3% | $96,538-33.1% | $139,487-53.7% |
| Participation rate | 40.9% | 77.8%-36.9pp | 74.3%-33.4pp | 80.3%-39.4pp |
| Annual return | 8.01% | 38.48%-30.5pp | 35.74%-27.7pp | 373.84%-365.8pp |
| Employer contribution / active EE | $884 | $4,107-78.5% | $3,740-76.4% | $4,755-81.4% |
| Participant deferral / active EE | $2,559 | $5,457-53.1% | $4,880-47.6% | $6,713-61.9% |
| Admin fee / account holder | $1,885 | $7,888-76.1% | $6,737-72.0% | $11,407-83.5% |