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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 | $51,173 | $81,457-37.2% | $103,378-50.5% | $80,911-36.8% |
| Participation rate | 59.3% | 66.8%-7.6pp | 74.5%-15.2pp | 67.6%-8.4pp |
| Annual return | 10.23% | 25.58%-15.3pp | 24.91%-14.7pp | 35.63%-25.4pp |
| Employer contribution / active EE | $985 | $3,107-68.3% | $3,870-74.5% | $2,756-64.3% |
| Participant deferral / active EE | $2,376 | $3,871-38.6% | $5,058-53.0% | $4,297-44.7% |
| Admin fee / account holder | $3,315 | $6,717-50.6% | $8,401-60.5% | $6,935-52.2% |