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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 | $70,624 | $86,949-18.8% | $102,460-31.1% | $80,959-12.8% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.7%-1.0pp |
| Annual return | 10.36% | 18.89%-8.5pp | 29.47%-19.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $883 | $2,370-62.8% | $3,025-70.8% | $2,757-68.0% |
| Participant deferral / active EE | $2,449 | $4,121-40.6% | $5,056-51.6% | $4,300-43.1% |
| Admin fee / account holder | $125,475 | $8,048+1459.2% | $9,460+1226.4% | $6,925+1711.8% |