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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 | $60,079 | $73,787-18.6% | $98,716-39.1% | $82,448-27.1% |
| Participation rate | 44.7% | 61.4%-16.7pp | 69.3%-24.6pp | 68.1%-23.4pp |
| Annual return | 8.22% | 18.57%-10.3pp | 31.81%-23.6pp | 41.64%-33.4pp |
| Employer contribution / active EE | $390 | $1,511-74.2% | $2,279-82.9% | $2,551-84.7% |
| Participant deferral / active EE | $4,297 | $3,081+39.5% | $4,048+6.2% | $4,139+3.8% |
| Admin fee / account holder | $2,759 | $6,500-57.5% | $8,703-68.3% | $7,234-61.9% |