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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 | $46,778 | $75,541-38.1% | $152,093-69.2% | $82,637-43.4% |
| Participation rate | 23.8% | 66.5%-42.7pp | 77.8%-54.0pp | 68.1%-44.2pp |
| Annual return | 9.23% | 32.56%-23.3pp | 66.36%-57.1pp | 53.51%-44.3pp |
| Employer contribution / active EE | $398 | $2,622-84.8% | $4,175-90.5% | $2,552-84.4% |
| Participant deferral / active EE | $1,270 | $3,206-60.4% | $5,451-76.7% | $4,126-69.2% |
| Admin fee / account holder | $7,442 | $6,405+16.2% | $14,497-48.7% | $7,339+1.4% |