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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 | $58,589 | $81,504-28.1% | $102,437-42.8% | $80,959-27.6% |
| Participation rate | 43.2% | 66.9%-23.7pp | 74.5%-31.3pp | 67.7%-24.5pp |
| Annual return | 9.23% | 25.60%-16.4pp | 24.95%-15.7pp | 35.67%-26.4pp |
| Employer contribution / active EE | $833 | $3,104-73.2% | $3,871-78.5% | $2,757-69.8% |
| Participant deferral / active EE | $2,306 | $3,871-40.4% | $5,060-54.4% | $4,300-46.4% |
| Admin fee / account holder | $3,391 | $6,719-49.5% | $8,388-59.6% | $6,925-51.0% |