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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 | $73,978 | $81,358-9.1% | $155,556-52.4% | $80,959-8.6% |
| Participation rate | 33.3% | 66.3%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 8.84% | 33.39%-24.5pp | 64.84%-56.0pp | 35.67%-26.8pp |
| Employer contribution / active EE | $888 | $3,106-71.4% | $4,675-81.0% | $2,757-67.8% |
| Participant deferral / active EE | $1,590 | $3,455-54.0% | $5,631-71.8% | $4,300-63.0% |
| Admin fee / account holder | $13,757 | $7,994+72.1% | $15,885-13.4% | $6,925+98.6% |