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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 | $54,162 | $69,977-22.6% | $108,582-50.1% | $62,881-13.9% |
| Participation rate | 67.4% | 72.9%-5.5pp | 79.6%-12.2pp | 69.3%-1.9pp |
| Annual return | 4.50% | 10.73%-6.2pp | -51.70%+56.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $812 | $2,135-61.9% | $3,758-78.4% | $2,281-64.4% |
| Participant deferral / active EE | $4,279 | $3,165+35.2% | $4,311-0.7% | $3,203+33.6% |
| Admin fee / account holder | $5,933 | $5,076+16.9% | $7,645-22.4% | $4,296+38.1% |