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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 | $72,229 | $76,371-5.4% | $93,621-22.8% | $72,976-1.0% |
| Participation rate | 44.4% | 71.8%-27.3pp | 75.8%-31.4pp | 69.5%-25.0pp |
| Annual return | 14.68% | 25.82%-11.1pp | 32.76%-18.1pp | 81.02%-66.3pp |
| Employer contribution / active EE | $988 | $2,276-56.6% | $2,719-63.7% | $2,440-59.5% |
| Participant deferral / active EE | $2,734 | $3,538-22.7% | $4,070-32.8% | $3,608-24.2% |
| Admin fee / account holder | $1,100 | $6,839-83.9% | $7,890-86.1% | $5,124-78.5% |