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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 | $67,725 | $81,262-16.7% | $155,602-56.5% | $80,911-16.3% |
| Participation rate | 64.5% | 66.2%-1.7pp | 78.2%-13.7pp | 67.6%-3.1pp |
| Annual return | 8.70% | 33.34%-24.6pp | 64.81%-56.1pp | 35.63%-26.9pp |
| Employer contribution / active EE | $861 | $3,102-72.2% | $4,675-81.6% | $2,756-68.7% |
| Participant deferral / active EE | $3,590 | $3,451+4.0% | $5,629-36.2% | $4,297-16.5% |
| Admin fee / account holder | $2,295 | $7,992-71.3% | $15,923-85.6% | $6,935-66.9% |