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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 | $68,109 | $89,364-23.8% | $141,177-51.8% | $72,983-6.7% |
| Participation rate | 55.9% | 75.1%-19.2pp | 82.5%-26.6pp | 69.5%-13.6pp |
| Annual return | 14.72% | 111.86%-97.1pp | 71.40%-56.7pp | 81.01%-66.3pp |
| Employer contribution / active EE | $744 | $3,115-76.1% | $4,736-84.3% | $2,440-69.5% |
| Participant deferral / active EE | $3,279 | $5,419-39.5% | $6,710-51.1% | $3,608-9.1% |
| Admin fee / account holder | $3,938 | $5,959-33.9% | $10,263-61.6% | $5,124-23.2% |