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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 | $73,403 | $89,370-17.9% | $141,197-48.0% | $72,976+0.6% |
| Participation rate | 65.6% | 75.1%-9.5pp | 82.5%-16.9pp | 69.5%-3.9pp |
| Annual return | 18.83% | 111.88%-93.0pp | 71.41%-52.6pp | 81.02%-62.2pp |
| Employer contribution / active EE | $786 | $3,115-74.8% | $4,736-83.4% | $2,440-67.8% |
| Participant deferral / active EE | $2,895 | $5,419-46.6% | $6,710-56.9% | $3,608-19.8% |
| Admin fee / account holder | $411 | $5,957-93.1% | $10,265-96.0% | $5,124-92.0% |