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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 | $45,904 | $56,544-18.8% | $75,501-39.2% | $70,124-34.5% |
| Participation rate | 60.0% | 68.1%-8.1pp | 72.4%-12.4pp | 69.5%-9.5pp |
| Annual return | 9.37% | 23.59%-14.2pp | 27.35%-18.0pp | 73.14%-63.8pp |
| Employer contribution / active EE | $392 | $1,817-78.4% | $2,352-83.3% | $2,342-83.2% |
| Participant deferral / active EE | $1,086 | $2,580-57.9% | $3,142-65.4% | $3,332-67.4% |
| Admin fee / account holder | $3,087 | $3,827-19.3% | $5,801-46.8% | $4,645-33.6% |