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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 | $43,267 | $75,541-42.7% | $152,093-71.6% | $82,637-47.6% |
| Participation rate | 56.7% | 66.5%-9.9pp | 77.8%-21.1pp | 68.1%-11.4pp |
| Annual return | 10.12% | 32.56%-22.4pp | 66.36%-56.2pp | 53.51%-43.4pp |
| Employer contribution / active EE | $712 | $2,622-72.9% | $4,175-82.9% | $2,552-72.1% |
| Participant deferral / active EE | $1,482 | $3,206-53.8% | $5,451-72.8% | $4,126-64.1% |
| Admin fee / account holder | $7,112 | $6,405+11.0% | $14,497-50.9% | $7,339-3.1% |