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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 | $56,105 | $80,992-30.7% | $96,534-41.9% | $75,173-25.4% |
| Participation rate | 62.7% | 71.8%-9.0pp | 76.0%-13.2pp | 67.2%-4.5pp |
| Annual return | 9.59% | 27.05%-17.5pp | 25.88%-16.3pp | 160.72%-151.1pp |
| Employer contribution / active EE | $973 | $2,283-57.4% | $2,965-67.2% | $2,671-63.6% |
| Participant deferral / active EE | $2,970 | $3,929-24.4% | $4,851-38.8% | $4,126-28.0% |
| Admin fee / account holder | $4,084 | $6,717-39.2% | $8,253-50.5% | $5,651-27.7% |