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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 | $65,691 | $79,557-17.4% | $118,746-44.7% | $70,126-6.3% |
| Participation rate | 56.6% | 71.4%-14.8pp | 78.3%-21.7pp | 69.5%-12.9pp |
| Annual return | 11.48% | 25.64%-14.2pp | 24.54%-13.1pp | 73.15%-61.7pp |
| Employer contribution / active EE | $740 | $2,861-74.1% | $4,193-82.3% | $2,343-68.4% |
| Participant deferral / active EE | $1,526 | $4,089-62.7% | $5,332-71.4% | $3,332-54.2% |
| Admin fee / account holder | $4,265 | $5,374-20.7% | $10,720-60.2% | $4,645-8.2% |