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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 | $71,482 | $73,978-3.4% | $96,515-25.9% | $75,173-4.9% |
| Participation rate | 25.8% | 66.4%-40.7pp | 74.3%-48.6pp | 67.2%-41.4pp |
| Annual return | 11.38% | 26.72%-15.3pp | 35.73%-24.4pp | 160.72%-149.3pp |
| Employer contribution / active EE | $813 | $2,931-72.3% | $3,740-78.3% | $2,671-69.6% |
| Participant deferral / active EE | $1,741 | $3,660-52.4% | $4,880-64.3% | $4,126-57.8% |
| Admin fee / account holder | $414 | $5,219-92.1% | $6,735-93.9% | $5,651-92.7% |