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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 | $60,413 | $95,084-36.5% | $140,514-57.0% | $69,733-13.4% |
| Participation rate | 62.1% | 68.7%-6.6pp | 77.8%-15.7pp | 62.5%-0.4pp |
| Annual return | 9.42% | 18.56%-9.1pp | 14.36%-4.9pp | 15.22%-5.8pp |
| Employer contribution / active EE | $980 | $2,405-59.3% | $3,378-71.0% | $2,250-56.5% |
| Participant deferral / active EE | $2,616 | $3,868-32.4% | $4,919-46.8% | $3,054-14.4% |
| Admin fee / account holder | $8,664 | $4,885+77.4% | $13,697-36.7% | $3,102+179.3% |