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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 | $68,119 | $80,984-15.9% | $96,569-29.5% | $75,173-9.4% |
| Participation rate | 53.2% | 71.8%-18.6pp | 76.0%-22.8pp | 67.2%-14.0pp |
| Annual return | 10.04% | 27.05%-17.0pp | 25.87%-15.8pp | 160.65%-150.6pp |
| Employer contribution / active EE | $786 | $2,282-65.6% | $2,965-73.5% | $2,670-70.6% |
| Participant deferral / active EE | $2,034 | $3,929-48.2% | $4,851-58.1% | $4,126-50.7% |
| Admin fee / account holder | $4,927 | $6,720-26.7% | $8,251-40.3% | $5,651-12.8% |