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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 | $38,243 | $67,602-43.4% | $82,312-53.5% | $70,126-45.5% |
| Participation rate | 63.0% | 72.8%-9.8pp | 76.9%-13.9pp | 69.5%-6.6pp |
| Annual return | 11.19% | 21.57%-10.4pp | 25.88%-14.7pp | 73.15%-62.0pp |
| Employer contribution / active EE | $608 | $1,755-65.3% | $2,428-74.9% | $2,343-74.0% |
| Participant deferral / active EE | $1,976 | $2,987-33.8% | $3,706-46.7% | $3,332-40.7% |
| Admin fee / account holder | $4,126 | $4,512-8.6% | $5,608-26.4% | $4,645-11.2% |