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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 | $47,002 | $67,606-30.5% | $82,313-42.9% | $70,124-33.0% |
| Participation rate | 37.1% | 72.8%-35.6pp | 76.9%-39.8pp | 69.5%-32.4pp |
| Annual return | 11.82% | 21.57%-9.7pp | 25.88%-14.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $798 | $1,755-54.6% | $2,428-67.2% | $2,342-66.0% |
| Participant deferral / active EE | $1,368 | $2,987-54.2% | $3,706-63.1% | $3,332-58.9% |
| Admin fee / account holder | $6,236 | $4,512+38.2% | $5,608+11.2% | $4,645+34.2% |