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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 | $62,780 | $78,013-19.5% | $178,449-64.8% | $80,911-22.4% |
| Participation rate | 60.4% | 65.7%-5.2pp | 77.1%-16.7pp | 67.6%-7.2pp |
| Annual return | 10.33% | 18.07%-7.7pp | 27.09%-16.8pp | 35.63%-25.3pp |
| Employer contribution / active EE | $978 | $2,287-57.3% | $3,951-75.3% | $2,756-64.5% |
| Participant deferral / active EE | $3,276 | $4,408-25.7% | $6,277-47.8% | $4,297-23.8% |
| Admin fee / account holder | $3,183 | $7,166-55.6% | $10,362-69.3% | $6,935-54.1% |