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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 | $67,876 | $81,262-16.5% | $155,602-56.4% | $80,911-16.1% |
| Participation rate | 42.3% | 66.2%-23.9pp | 78.2%-35.9pp | 67.6%-25.3pp |
| Annual return | 10.19% | 33.34%-23.2pp | 64.81%-54.6pp | 35.63%-25.4pp |
| Employer contribution / active EE | $991 | $3,102-68.1% | $4,675-78.8% | $2,756-64.1% |
| Participant deferral / active EE | $3,166 | $3,451-8.3% | $5,629-43.8% | $4,297-26.3% |
| Admin fee / account holder | $2,387 | $7,992-70.1% | $15,923-85.0% | $6,935-65.6% |