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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 | $43,904 | $58,493-24.9% | $84,021-47.7% | $72,975-39.8% |
| Participation rate | 27.6% | 61.2%-33.6pp | 69.0%-41.4pp | 69.5%-41.9pp |
| Annual return | 15.78% | 28.93%-13.2pp | 71.32%-55.5pp | 81.01%-65.2pp |
| Employer contribution / active EE | $818 | $1,163-29.7% | $1,984-58.8% | $2,440-66.5% |
| Participant deferral / active EE | $1,112 | $2,394-53.5% | $3,239-65.7% | $3,608-69.2% |
| Admin fee / account holder | $5,991 | $4,569+31.1% | $6,102-1.8% | $5,124+16.9% |