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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 | $71,969 | $76,551-6.0% | $123,894-41.9% | $62,881+14.5% |
| Participation rate | 28.1% | 73.0%-44.9pp | 81.4%-53.3pp | 69.3%-41.2pp |
| Annual return | 4.92% | 18.68%-13.8pp | 47.52%-42.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $631 | $2,882-78.1% | $4,617-86.3% | $2,281-72.4% |
| Participant deferral / active EE | $2,068 | $4,840-57.3% | $5,984-65.4% | $3,203-35.4% |
| Admin fee / account holder | $1,725 | $4,826-64.2% | $8,357-79.4% | $4,296-59.8% |