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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 | $67,374 | $80,983-16.8% | $96,544-30.2% | $75,177-10.4% |
| Participation rate | 50.7% | 71.8%-21.1pp | 76.0%-25.3pp | 67.2%-16.5pp |
| Annual return | 12.09% | 27.05%-15.0pp | 25.88%-13.8pp | 160.75%-148.7pp |
| Employer contribution / active EE | $859 | $2,282-62.4% | $2,966-71.0% | $2,671-67.8% |
| Participant deferral / active EE | $1,967 | $3,929-49.9% | $4,851-59.5% | $4,126-52.3% |
| Admin fee / account holder | $480 | $6,717-92.9% | $8,254-94.2% | $5,651-91.5% |