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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 | $64,957 | $81,276-20.1% | $155,574-58.2% | $80,925-19.7% |
| Participation rate | 45.0% | 66.2%-21.2pp | 78.2%-33.2pp | 67.7%-22.7pp |
| Annual return | 9.89% | 33.36%-23.5pp | 64.87%-55.0pp | 35.65%-25.8pp |
| Employer contribution / active EE | $677 | $3,103-78.2% | $4,676-85.5% | $2,756-75.4% |
| Participant deferral / active EE | $1,507 | $3,453-56.4% | $5,629-73.2% | $4,299-64.9% |
| Admin fee / account holder | $8,223 | $7,993+2.9% | $15,914-48.3% | $6,940+18.5% |