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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 | $62,483 | $89,367-30.1% | $141,191-55.7% | $72,975-14.4% |
| Participation rate | 67.3% | 75.1%-7.8pp | 82.5%-15.1pp | 69.5%-2.1pp |
| Annual return | 6.62% | 111.87%-105.2pp | 71.41%-64.8pp | 81.01%-74.4pp |
| Employer contribution / active EE | $659 | $3,115-78.8% | $4,736-86.1% | $2,440-73.0% |
| Participant deferral / active EE | $5,875 | $5,419+8.4% | $6,710-12.4% | $3,608+62.8% |
| Admin fee / account holder | $3,973 | $5,957-33.3% | $10,264-61.3% | $5,124-22.5% |