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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 | $62,785 | $83,485-24.8% | $125,192-49.8% | $72,975-14.0% |
| Participation rate | 60.6% | 73.3%-12.7pp | 79.8%-19.2pp | 69.5%-8.9pp |
| Annual return | 13.10% | 25.77%-12.7pp | 43.79%-30.7pp | 81.01%-67.9pp |
| Employer contribution / active EE | $680 | $2,346-71.0% | $3,866-82.4% | $2,440-72.1% |
| Participant deferral / active EE | $2,136 | $3,586-40.4% | $4,937-56.7% | $3,608-40.8% |
| Admin fee / account holder | $1,601 | $5,518-71.0% | $9,704-83.5% | $5,124-68.8% |