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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 | $70,618 | $77,492-8.9% | $100,398-29.7% | $80,911-12.7% |
| Participation rate | 60.0% | 76.9%-16.9pp | 81.5%-21.5pp | 67.6%-7.6pp |
| Annual return | 9.36% | 37.23%-27.9pp | 49.32%-40.0pp | 35.63%-26.3pp |
| Employer contribution / active EE | $358 | $2,800-87.2% | $3,946-90.9% | $2,756-87.0% |
| Participant deferral / active EE | $6,015 | $6,817-11.8% | $8,084-25.6% | $4,297+40.0% |
| Admin fee / account holder | $18,065 | $5,892+206.6% | $7,893+128.9% | $6,935+160.5% |