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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 | $69,492 | $97,550-28.8% | $120,344-42.3% | $87,485-20.6% |
| Participation rate | 62.1% | 72.8%-10.8pp | 76.7%-14.6pp | 68.9%-6.9pp |
| Annual return | 8.57% | 18.41%-9.8pp | 20.30%-11.7pp | 26.06%-17.5pp |
| Employer contribution / active EE | $820 | $2,291-64.2% | $3,020-72.8% | $2,596-68.4% |
| Participant deferral / active EE | $2,545 | $4,230-39.8% | $5,135-50.4% | $4,274-40.4% |
| Admin fee / account holder | $22,371 | $9,543+134.4% | $12,742+75.6% | $7,775+187.7% |