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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 | $73,295 | $114,712-36.1% | $173,730-57.8% | $87,485-16.2% |
| Participation rate | 61.4% | 73.0%-11.6pp | 79.6%-18.2pp | 68.9%-7.5pp |
| Annual return | 11.07% | 20.18%-9.1pp | 19.96%-8.9pp | 26.06%-15.0pp |
| Employer contribution / active EE | $897 | $2,904-69.1% | $4,577-80.4% | $2,596-65.5% |
| Participant deferral / active EE | $5,171 | $4,642+11.4% | $6,326-18.3% | $4,274+21.0% |
| Admin fee / account holder | $28,545 | $10,210+179.6% | $17,523+62.9% | $7,775+267.1% |