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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 | $58,725 | $76,367-23.1% | $93,614-37.3% | $72,983-19.5% |
| Participation rate | 57.8% | 71.7%-14.0pp | 75.8%-18.1pp | 69.5%-11.7pp |
| Annual return | 1.83% | 25.82%-24.0pp | 32.76%-30.9pp | 81.01%-79.2pp |
| Employer contribution / active EE | $700 | $2,275-69.3% | $2,718-74.3% | $2,440-71.3% |
| Participant deferral / active EE | $1,692 | $3,538-52.2% | $4,069-58.4% | $3,608-53.1% |
| Admin fee / account holder | $2,024 | $6,838-70.4% | $7,889-74.3% | $5,124-60.5% |