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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 | $60,495 | $84,236-28.2% | $170,435-64.5% | $70,126-13.7% |
| Participation rate | 42.7% | 70.8%-28.1pp | 83.6%-40.9pp | 69.5%-26.9pp |
| Annual return | 11.12% | 23.06%-11.9pp | 205.94%-194.8pp | 73.15%-62.0pp |
| Employer contribution / active EE | $874 | $3,387-74.2% | $5,432-83.9% | $2,343-62.7% |
| Participant deferral / active EE | $2,466 | $3,086-20.1% | $4,939-50.1% | $3,332-26.0% |
| Admin fee / account holder | $2,447 | $5,698-57.1% | $13,881-82.4% | $4,645-47.3% |