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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 | $78,027-5.8% | $178,528-58.8% | $80,925-9.2% |
| Participation rate | 46.8% | 65.7%-18.9pp | 77.1%-30.3pp | 67.7%-20.8pp |
| Annual return | 9.54% | 18.09%-8.6pp | 27.11%-17.6pp | 35.65%-26.1pp |
| Employer contribution / active EE | $860 | $2,281-62.3% | $3,950-78.2% | $2,756-68.8% |
| Participant deferral / active EE | $2,712 | $4,408-38.5% | $6,278-56.8% | $4,299-36.9% |
| Admin fee / account holder | $6,366 | $7,168-11.2% | $10,419-38.9% | $6,940-8.3% |