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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 | $45,605 | $65,364-30.2% | $92,909-50.9% | $72,975-37.5% |
| Participation rate | 62.9% | 68.3%-5.5pp | 76.0%-13.1pp | 69.5%-6.6pp |
| Annual return | 12.84% | 42.11%-29.3pp | 109.44%-96.6pp | 81.01%-68.2pp |
| Employer contribution / active EE | $741 | $2,594-71.4% | $3,653-79.7% | $2,440-69.6% |
| Participant deferral / active EE | $1,351 | $3,128-56.8% | $4,238-68.1% | $3,608-62.6% |
| Admin fee / account holder | $8,973 | $4,251+111.1% | $5,795+54.8% | $5,124+75.1% |