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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 | $69,221 | $79,955-13.4% | $98,461-29.7% | $75,173-7.9% |
| Participation rate | 36.2% | 70.4%-34.2pp | 75.2%-39.0pp | 67.2%-31.0pp |
| Annual return | 8.86% | 19.75%-10.9pp | 21.17%-12.3pp | 160.72%-151.9pp |
| Employer contribution / active EE | $908 | $2,264-59.9% | $3,049-70.2% | $2,671-66.0% |
| Participant deferral / active EE | $1,868 | $3,752-50.2% | $4,738-60.6% | $4,126-54.7% |
| Admin fee / account holder | $8,362 | $6,841+22.2% | $8,961-6.7% | $5,651+48.0% |