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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 | $78,295 | $130,294-39.9% | $170,043-54.0% | $71,511+9.5% |
| Participation rate | 67.9% | 86.2%-18.2pp | 87.0%-19.1pp | 67.9%0pp |
| Annual return | 14.86% | 20.36%-5.5pp | 53.40%-38.5pp | 28.86%-14.0pp |
| Employer contribution / active EE | $2,066 | $4,385-52.9% | $6,790-69.6% | $2,589-20.2% |
| Participant deferral / active EE | $4,290 | $6,928-38.1% | $10,410-58.8% | $4,2910% |
| Admin fee / account holder | $3,017 | $966+212.2% | $12,824-76.5% | $1,588+89.9% |