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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 | $100,194-30.6% | $122,979-43.5% | $86,983-20.1% |
| Participation rate | 62.1% | 73.0%-10.9pp | 77.2%-15.1pp | 69.5%-7.5pp |
| Annual return | 8.57% | 16.47%-7.9pp | 20.12%-11.5pp | 25.83%-17.3pp |
| Employer contribution / active EE | $820 | $2,326-64.7% | $3,062-73.2% | $2,584-68.3% |
| Participant deferral / active EE | $2,545 | $4,133-38.4% | $5,003-49.1% | $4,194-39.3% |
| Admin fee / account holder | $22,371 | $10,148+120.4% | $12,864+73.9% | $7,856+184.8% |