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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 | $71,507 | $86,050-16.9% | $189,758-62.3% | $94,015-23.9% |
| Participation rate | 30.9% | 68.9%-38.0pp | 79.8%-48.9pp | 70.8%-39.9pp |
| Annual return | 8.87% | 17.77%-8.9pp | 52.62%-43.8pp | 17.84%-9.0pp |
| Employer contribution / active EE | $828 | $2,819-70.6% | $4,767-82.6% | $2,790-70.3% |
| Participant deferral / active EE | $4,257 | $3,349+27.1% | $5,856-27.3% | $4,249+0.2% |
| Admin fee / account holder | $1,426 | $6,627-78.5% | $20,388-93.0% | $8,951-84.1% |