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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 | $61,304 | $64,501-5.0% | $108,753-43.6% | $65,306-6.1% |
| Participation rate | 44.8% | 50.8%-6.0pp | 71.1%-26.3pp | 57.7%-12.9pp |
| Annual return | 6.15% | 21.09%-14.9pp | 37.47%-31.3pp | 21.94%-15.8pp |
| Employer contribution / active EE | $1,073 | $1,069+0.4% | $2,427-55.8% | $1,967-45.4% |
| Participant deferral / active EE | $1,726 | $2,401-28.1% | $4,115-58.1% | $2,959-41.7% |
| Admin fee / account holder | $1,480 | $4,971-70.2% | $10,320-85.7% | $3,480-57.5% |