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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 | $71,245 | $97,125-26.6% | $86,233-17.4% | $137,256-48.1% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.0%-40.4pp | 80.0%-51.4pp |
| Annual return | 0.66% | 74.19%-73.5pp | 61.39%-60.7pp | 220.34%-219.7pp |
| Employer contribution / active EE | $689 | $2,841-75.8% | $2,504-72.5% | $4,156-83.4% |
| Participant deferral / active EE | $3,384 | $5,180-34.7% | $4,559-25.8% | $6,407-47.2% |
| Admin fee / account holder | $8,905 | $9,725-8.4% | $8,342+6.7% | $12,270-27.4% |