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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 | $54,784 | $87,132-37.1% | $105,624-48.1% | $80,959-32.3% |
| Participation rate | 62.5% | 70.4%-7.9pp | 75.3%-12.8pp | 67.7%-5.2pp |
| Annual return | 9.97% | 17.03%-7.1pp | 116.20%-106.2pp | 35.67%-25.7pp |
| Employer contribution / active EE | $980 | $2,397-59.1% | $3,168-69.0% | $2,757-64.4% |
| Participant deferral / active EE | $3,391 | $3,985-14.9% | $5,013-32.3% | $4,300-21.1% |
| Admin fee / account holder | $4,608 | $8,449-45.5% | $10,961-58.0% | $6,925-33.5% |