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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 | $63,899 | $71,215-10.3% | $93,696-31.8% | $80,935-21.1% |
| Participation rate | 69.5% | 60.4%+9.1pp | 68.7%+0.8pp | 67.7%+1.8pp |
| Annual return | 8.35% | 11.27%-2.9pp | 133.74%-125.4pp | 35.66%-27.3pp |
| Employer contribution / active EE | $949 | $1,565-39.4% | $2,422-60.8% | $2,757-65.6% |
| Participant deferral / active EE | $2,856 | $4,037-29.2% | $4,417-35.3% | $4,299-33.6% |
| Admin fee / account holder | $16,644 | $6,958+139.2% | $8,287+100.9% | $6,924+140.4% |