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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 | $72,522 | $78,428-7.5% | $95,960-24.4% | $79,852-9.2% |
| Participation rate | 66.2% | 73.5%-7.3pp | 77.1%-10.9pp | 69.6%-3.5pp |
| Annual return | 6.97% | 19.37%-12.4pp | 91.63%-84.7pp | 31.72%-24.7pp |
| Employer contribution / active EE | $898 | $1,945-53.8% | $2,541-64.6% | $2,471-63.6% |
| Participant deferral / active EE | $2,399 | $3,440-30.3% | $4,167-42.4% | $3,740-35.9% |
| Admin fee / account holder | $2,887 | $5,622-48.6% | $6,797-57.5% | $5,306-45.6% |