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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 | $55,037 | $56,054-1.8% | $171,082-67.8% | $62,881-12.5% |
| Participation rate | 61.1% | 62.9%-1.8pp | 76.7%-15.6pp | 69.3%-8.2pp |
| Annual return | 4.09% | 22.52%-18.4pp | 32.56%-28.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $830 | $1,731-52.1% | $4,002-79.3% | $2,281-63.6% |
| Participant deferral / active EE | $1,921 | $3,158-39.2% | $4,797-60.0% | $3,203-40.0% |
| Admin fee / account holder | $2,112 | $3,647-42.1% | $8,520-75.2% | $4,296-50.8% |