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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 | $64,863 | $53,774+20.6% | $134,162-51.7% | $79,852-18.8% |
| Participation rate | 46.4% | 58.8%-12.4pp | 72.2%-25.8pp | 69.6%-23.3pp |
| Annual return | 9.22% | 19.01%-9.8pp | 36.35%-27.1pp | 31.72%-22.5pp |
| Employer contribution / active EE | $837 | $1,322-36.7% | $3,705-77.4% | $2,471-66.1% |
| Participant deferral / active EE | $2,019 | $2,420-16.6% | $3,500-42.3% | $3,740-46.0% |
| Admin fee / account holder | $4,460 | $3,985+11.9% | $6,685-33.3% | $5,306-16.0% |