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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 | $40,826 | $72,114-43.4% | $108,745-62.5% | $62,881-35.1% |
| Participation rate | 60.3% | 74.6%-14.3pp | 77.7%-17.4pp | 69.3%-9.0pp |
| Annual return | 5.46% | 13.41%-7.9pp | 46.22%-40.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $883 | $2,694-67.2% | $3,323-73.4% | $2,281-61.3% |
| Participant deferral / active EE | $2,474 | $4,044-38.8% | $5,121-51.7% | $3,203-22.7% |
| Admin fee / account holder | $474 | $4,608-89.7% | $6,144-92.3% | $4,296-89.0% |