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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 | $45,850 | $77,638-40.9% | $156,551-70.7% | $62,881-27.1% |
| Participation rate | 67.2% | 71.2%-4.0pp | 84.0%-16.8pp | 69.3%-2.1pp |
| Annual return | 1.47% | 50.33%-48.9pp | 32.23%-30.8pp | 20.14%-18.7pp |
| Employer contribution / active EE | $609 | $3,444-82.3% | $5,501-88.9% | $2,281-73.3% |
| Participant deferral / active EE | $2,613 | $3,046-14.2% | $4,871-46.4% | $3,203-18.4% |
| Admin fee / account holder | $2,435 | $5,561-56.2% | $13,028-81.3% | $4,296-43.3% |