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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 | $46,728 | $102,245-54.3% | $89,340-47.7% | $137,256-66.0% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 8.83% | 21.89%-13.1pp | 20.57%-11.7pp | 220.34%-211.5pp |
| Employer contribution / active EE | $436 | $2,529-82.8% | $2,231-80.5% | $4,156-89.5% |
| Participant deferral / active EE | $2,180 | $4,436-50.9% | $3,823-43.0% | $6,407-66.0% |
| Admin fee / account holder | $3,017 | $8,085-62.7% | $6,704-55.0% | $12,270-75.4% |