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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 | $77,814-25.2% | $158,223-63.2% | $86,983-33.1% |
| Participation rate | 44.7% | 68.4%-23.7pp | 79.2%-34.5pp | 69.5%-24.8pp |
| Annual return | 11.17% | 30.54%-19.4pp | 52.09%-40.9pp | 25.83%-14.7pp |
| Employer contribution / active EE | $972 | $2,592-62.5% | $4,109-76.3% | $2,584-62.4% |
| Participant deferral / active EE | $2,155 | $3,270-34.1% | $5,467-60.6% | $4,194-48.6% |
| Admin fee / account holder | $5,916 | $5,879+0.6% | $16,047-63.1% | $7,856-24.7% |