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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 | $45,766 | $72,486-36.9% | $87,103-47.5% | $72,976-37.3% |
| Participation rate | 45.2% | 72.8%-27.6pp | 76.9%-31.6pp | 69.5%-24.3pp |
| Annual return | 14.42% | 24.46%-10.0pp | 28.19%-13.8pp | 81.02%-66.6pp |
| Employer contribution / active EE | $976 | $1,894-48.5% | $2,521-61.3% | $2,440-60.0% |
| Participant deferral / active EE | $2,817 | $3,270-13.8% | $4,049-30.4% | $3,608-21.9% |
| Admin fee / account holder | $2,676 | $5,055-47.1% | $7,491-64.3% | $5,124-47.8% |