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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 | $75,708 | $78,428-3.5% | $95,960-21.1% | $79,852-5.2% |
| Participation rate | 66.0% | 73.5%-7.5pp | 77.1%-11.1pp | 69.6%-3.7pp |
| Annual return | 9.79% | 19.37%-9.6pp | 91.63%-81.8pp | 31.72%-21.9pp |
| Employer contribution / active EE | $851 | $1,945-56.3% | $2,541-66.5% | $2,471-65.6% |
| Participant deferral / active EE | $4,478 | $3,440+30.2% | $4,167+7.5% | $3,740+19.7% |
| Admin fee / account holder | $869 | $5,622-84.6% | $6,797-87.2% | $5,306-83.6% |