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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 | $70,402 | $87,166-19.2% | $76,735-8.3% | $137,256-48.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.5%-2.8pp | 80.0%-13.3pp |
| Annual return | 9.26% | 26.50%-17.2pp | 29.77%-20.5pp | 220.34%-211.1pp |
| Employer contribution / active EE | $613 | $2,904-78.9% | $2,454-75.0% | $4,156-85.3% |
| Participant deferral / active EE | $2,879 | $4,726-39.1% | $4,088-29.6% | $6,407-55.1% |
| Admin fee / account holder | $36,946 | $8,403+339.7% | $7,189+413.9% | $12,270+201.1% |