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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 | $39,804 | $67,602-41.1% | $82,312-51.6% | $70,126-43.2% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 11.85% | 21.57%-9.7pp | 25.88%-14.0pp | 73.15%-61.3pp |
| Employer contribution / active EE | $680 | $1,755-61.2% | $2,428-72.0% | $2,343-71.0% |
| Participant deferral / active EE | $2,290 | $2,987-23.3% | $3,706-38.2% | $3,332-31.3% |
| Admin fee / account holder | $11,690 | $4,512+159.1% | $5,608+108.5% | $4,645+151.6% |