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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 | $56,299 | $76,112-26.0% | $96,534-41.7% | $71,511-21.3% |
| Participation rate | 41.7% | 74.4%-32.7pp | 76.0%-34.3pp | 67.9%-26.3pp |
| Annual return | 13.17% | 22.81%-9.6pp | 25.88%-12.7pp | 28.86%-15.7pp |
| Employer contribution / active EE | $899 | $2,248-60.0% | $2,965-69.7% | $2,589-65.3% |
| Participant deferral / active EE | $2,487 | $4,217-41.0% | $4,851-48.7% | $4,291-42.0% |
| Admin fee / account holder | $3,184 | $2,708+17.6% | $8,253-61.4% | $1,588+100.5% |