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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 | $68,482 | $78,670-12.9% | $109,173-37.3% | $85,847-20.2% |
| Participation rate | 23.7% | 68.3%-44.6pp | 75.9%-52.2pp | 69.3%-45.6pp |
| Annual return | 9.04% | 25.09%-16.1pp | 25.75%-16.7pp | 318.61%-309.6pp |
| Employer contribution / active EE | $2,614 | $2,734-4.4% | $3,723-29.8% | $2,565+1.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $718 | $5,469-86.9% | $6,755-89.4% | $6,261-88.5% |