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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 | $61,900 | $68,868-10.1% | $183,328-66.2% | $67,986-9.0% |
| Participation rate | 50.0% | 57.0%-7.0pp | 77.3%-27.3pp | 57.2%-7.2pp |
| Annual return | 12.78% | 28.80%-16.0pp | 29.67%-16.9pp | 31.67%-18.9pp |
| Employer contribution / active EE | $745 | $2,917-74.5% | $5,055-85.3% | $2,019-63.1% |
| Participant deferral / active EE | $2,676 | $4,364-38.7% | $6,795-60.6% | $3,358-20.3% |
| Admin fee / account holder | $1,726 | $3,805-54.6% | $21,427-91.9% | $3,203-46.1% |