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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 | $65,182 | $78,707-17.2% | $117,861-44.7% | $70,126-7.0% |
| Participation rate | 67.9% | 73.2%-5.3pp | 79.7%-11.8pp | 69.5%-1.7pp |
| Annual return | 9.99% | 23.30%-13.3pp | 335.11%-325.1pp | 73.15%-63.2pp |
| Employer contribution / active EE | $714 | $2,223-67.9% | $3,786-81.1% | $2,343-69.5% |
| Participant deferral / active EE | $3,585 | $3,297+8.7% | $4,482-20.0% | $3,332+7.6% |
| Admin fee / account holder | $5,000 | $5,066-1.3% | $8,021-37.7% | $4,645+7.6% |