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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 | $48,854 | $72,273-32.4% | $101,275-51.8% | $79,856-38.8% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 10.48% | 22.30%-11.8pp | 46.48%-36.0pp | 31.71%-21.2pp |
| Employer contribution / active EE | $994 | $2,691-63.1% | $3,660-72.9% | $2,471-59.8% |
| Participant deferral / active EE | $3,605 | $3,282+9.9% | $4,371-17.5% | $3,741-3.6% |
| Admin fee / account holder | $66,328 | $4,401+1407.0% | $5,948+1015.1% | $5,306+1150.0% |