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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 | $74,325 | $86,919-14.5% | $102,457-27.5% | $80,911-8.1% |
| Participation rate | 39.0% | 72.4%-33.4pp | 76.5%-37.5pp | 67.6%-28.7pp |
| Annual return | 10.03% | 18.90%-8.9pp | 29.41%-19.4pp | 35.63%-25.6pp |
| Employer contribution / active EE | $760 | $2,368-67.9% | $3,022-74.9% | $2,756-72.4% |
| Participant deferral / active EE | $2,411 | $4,119-41.5% | $5,054-52.3% | $4,297-43.9% |
| Admin fee / account holder | $3,694 | $8,049-54.1% | $9,451-60.9% | $6,935-46.7% |