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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 | $51,086 | $76,551-33.3% | $123,894-58.8% | $62,881-18.8% |
| Participation rate | 66.3% | 73.0%-6.7pp | 81.4%-15.2pp | 69.3%-3.1pp |
| Annual return | 5.12% | 18.68%-13.6pp | 47.52%-42.4pp | 20.14%-15.0pp |
| Employer contribution / active EE | $848 | $2,882-70.6% | $4,617-81.6% | $2,281-62.8% |
| Participant deferral / active EE | $2,705 | $4,840-44.1% | $5,984-54.8% | $3,203-15.5% |
| Admin fee / account holder | $4,223 | $4,826-12.5% | $8,357-49.5% | $4,296-1.7% |