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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 | $60,341 | $77,638-22.3% | $156,551-61.5% | $62,881-4.0% |
| Participation rate | 68.7% | 71.2%-2.5pp | 84.0%-15.3pp | 69.3%-0.6pp |
| Annual return | 3.75% | 50.33%-46.6pp | 32.23%-28.5pp | 20.14%-16.4pp |
| Employer contribution / active EE | $675 | $3,444-80.4% | $5,501-87.7% | $2,281-70.4% |
| Participant deferral / active EE | $2,305 | $3,046-24.3% | $4,871-52.7% | $3,203-28.0% |
| Admin fee / account holder | $1,577 | $5,561-71.6% | $13,028-87.9% | $4,296-63.3% |