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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 | $67,758 | $124,980-45.8% | $108,359-37.5% | $154,746-56.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 7.70% | 45.00%-37.3pp | 36.89%-29.2pp | 172.34%-164.6pp |
| Employer contribution / active EE | $857 | $2,851-70.0% | $2,399-64.3% | $4,379-80.4% |
| Participant deferral / active EE | $1,801 | $4,743-62.0% | $4,137-56.5% | $6,730-73.2% |
| Admin fee / account holder | $24,807 | $11,502+115.7% | $9,741+154.7% | $14,365+72.7% |