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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 | $39,697 | $60,349-34.2% | $74,184-46.5% | $62,881-36.9% |
| Participation rate | 59.5% | 72.7%-13.3pp | 76.6%-17.2pp | 69.3%-9.8pp |
| Annual return | 4.63% | 21.38%-16.7pp | 17.74%-13.1pp | 20.14%-15.5pp |
| Employer contribution / active EE | $925 | $1,680-44.9% | $2,370-61.0% | $2,281-59.4% |
| Participant deferral / active EE | $6,486 | $2,856+127.1% | $3,550+82.7% | $3,203+102.5% |
| Admin fee / account holder | $5,461 | $4,261+28.2% | $5,586-2.2% | $4,296+27.1% |