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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 | $73,519 | $78,015-5.8% | $178,505-58.8% | $80,959-9.2% |
| Participation rate | 46.8% | 65.7%-18.9pp | 77.1%-30.3pp | 67.7%-20.9pp |
| Annual return | 9.54% | 18.10%-8.6pp | 27.16%-17.6pp | 35.67%-26.1pp |
| Employer contribution / active EE | $860 | $2,281-62.3% | $3,955-78.3% | $2,757-68.8% |
| Participant deferral / active EE | $2,712 | $4,406-38.4% | $6,280-56.8% | $4,300-36.9% |
| Admin fee / account holder | $6,366 | $7,160-11.1% | $10,428-39.0% | $6,925-8.1% |