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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 | $58,215 | $75,541-22.9% | $152,093-61.7% | $82,637-29.6% |
| Participation rate | 44.7% | 66.5%-21.8pp | 77.8%-33.0pp | 68.1%-23.3pp |
| Annual return | 11.17% | 32.56%-21.4pp | 66.36%-55.2pp | 53.51%-42.3pp |
| Employer contribution / active EE | $972 | $2,622-62.9% | $4,175-76.7% | $2,552-61.9% |
| Participant deferral / active EE | $2,155 | $3,206-32.8% | $5,451-60.5% | $4,126-47.8% |
| Admin fee / account holder | $5,916 | $6,405-7.6% | $14,497-59.2% | $7,339-19.4% |