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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 | $71,986 | $86,938-17.2% | $102,423-29.7% | $80,925-11.0% |
| Participation rate | 24.6% | 72.4%-47.8pp | 76.5%-51.9pp | 67.7%-43.1pp |
| Annual return | 10.35% | 18.89%-8.5pp | 29.42%-19.1pp | 35.65%-25.3pp |
| Employer contribution / active EE | $758 | $2,369-68.0% | $3,023-74.9% | $2,756-72.5% |
| Participant deferral / active EE | $1,874 | $4,120-54.5% | $5,054-62.9% | $4,299-56.4% |
| Admin fee / account holder | $2,192 | $8,053-72.8% | $9,455-76.8% | $6,940-68.4% |