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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 | $86,922-18.7% | $102,438-31.1% | $80,874-12.7% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 10.36% | 18.90%-8.5pp | 29.37%-19.0pp | 35.62%-25.3pp |
| Employer contribution / active EE | $883 | $2,369-62.7% | $3,024-70.8% | $2,756-68.0% |
| Participant deferral / active EE | $2,449 | $4,119-40.5% | $5,054-51.5% | $4,297-43.0% |
| Admin fee / account holder | $125,475 | $8,050+1458.7% | $9,448+1228.1% | $6,935+1709.2% |