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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 | $63,340 | $81,276-22.1% | $155,574-59.3% | $80,925-21.7% |
| Participation rate | 54.8% | 66.2%-11.4pp | 78.2%-23.4pp | 67.7%-12.8pp |
| Annual return | 10.13% | 33.36%-23.2pp | 64.87%-54.7pp | 35.65%-25.5pp |
| Employer contribution / active EE | $871 | $3,103-71.9% | $4,676-81.4% | $2,756-68.4% |
| Participant deferral / active EE | $1,570 | $3,453-54.5% | $5,629-72.1% | $4,299-63.5% |
| Admin fee / account holder | $812 | $7,993-89.8% | $15,914-94.9% | $6,940-88.3% |