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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 | $45,644 | $73,787-38.1% | $98,716-53.8% | $82,448-44.6% |
| Participation rate | 55.3% | 61.4%-6.1pp | 69.3%-14.0pp | 68.1%-12.7pp |
| Annual return | 10.36% | 18.57%-8.2pp | 31.81%-21.4pp | 41.64%-31.3pp |
| Employer contribution / active EE | $832 | $1,511-44.9% | $2,279-63.5% | $2,551-67.4% |
| Participant deferral / active EE | $3,388 | $3,081+10.0% | $4,048-16.3% | $4,139-18.1% |
| Admin fee / account holder | $18,874 | $6,500+190.4% | $8,703+116.9% | $7,234+160.9% |