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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 | $67,983 | $78,670-13.6% | $109,173-37.7% | $85,847-20.8% |
| Participation rate | 42.0% | 68.3%-26.3pp | 75.9%-33.9pp | 69.3%-27.3pp |
| Annual return | 10.19% | 25.09%-14.9pp | 25.75%-15.6pp | 318.61%-308.4pp |
| Employer contribution / active EE | $852 | $2,734-68.8% | $3,723-77.1% | $2,565-66.8% |
| Participant deferral / active EE | $1,606 | $3,467-53.7% | $4,654-65.5% | $3,952-59.4% |
| Admin fee / account holder | $7,263 | $5,469+32.8% | $6,755+7.5% | $6,261+16.0% |