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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 | $72,694 | $74,535-2.5% | $100,712-27.8% | $82,637-12.0% |
| Participation rate | 37.2% | 61.2%-24.0pp | 69.3%-32.1pp | 68.1%-30.9pp |
| Annual return | 3.26% | 18.92%-15.7pp | 33.27%-30.0pp | 53.51%-50.2pp |
| Employer contribution / active EE | $693 | $1,503-53.9% | $2,313-70.1% | $2,552-72.9% |
| Participant deferral / active EE | $2,349 | $3,074-23.6% | $4,085-42.5% | $4,126-43.1% |
| Admin fee / account holder | $15,986 | $6,576+143.1% | $9,256+72.7% | $7,339+117.8% |