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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 | $65,705 | $89,259-26.4% | $107,187-38.7% | $82,637-20.5% |
| Participation rate | 58.8% | 67.9%-9.1pp | 75.0%-16.2pp | 68.1%-9.2pp |
| Annual return | 11.58% | 21.02%-9.4pp | 204.55%-193.0pp | 53.51%-41.9pp |
| Employer contribution / active EE | $906 | $3,080-70.6% | $3,782-76.0% | $2,552-64.5% |
| Participant deferral / active EE | $1,988 | $4,037-50.8% | $5,096-61.0% | $4,126-51.8% |
| Admin fee / account holder | $693 | $7,381-90.6% | $9,162-92.4% | $7,339-90.6% |