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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 | $62,737 | $81,331-22.9% | $155,534-59.7% | $80,935-22.5% |
| Participation rate | 63.0% | 66.3%-3.2pp | 78.2%-15.2pp | 67.7%-4.6pp |
| Annual return | 8.42% | 33.37%-24.9pp | 64.92%-56.5pp | 35.66%-27.2pp |
| Employer contribution / active EE | $730 | $3,105-76.5% | $4,675-84.4% | $2,757-73.5% |
| Participant deferral / active EE | $2,429 | $3,454-29.7% | $5,630-56.9% | $4,299-43.5% |
| Admin fee / account holder | $6,945 | $7,999-13.2% | $15,900-56.3% | $6,924+0.3% |