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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 | $69,453 | $81,457-14.7% | $103,378-32.8% | $80,911-14.2% |
| Participation rate | 21.4% | 66.8%-45.4pp | 74.5%-53.1pp | 67.6%-46.2pp |
| Annual return | 7.04% | 25.58%-18.5pp | 24.91%-17.9pp | 35.63%-28.6pp |
| Employer contribution / active EE | $922 | $3,107-70.3% | $3,870-76.2% | $2,756-66.5% |
| Participant deferral / active EE | $1,828 | $3,871-52.8% | $5,058-63.9% | $4,297-57.5% |
| Admin fee / account holder | $2,650 | $6,717-60.5% | $8,401-68.5% | $6,935-61.8% |