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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 | $67,732 | $80,748-16.1% | $102,383-33.8% | $74,429-9.0% |
| Participation rate | 46.0% | 65.7%-19.6pp | 74.5%-28.5pp | 67.2%-21.2pp |
| Annual return | 10.45% | 27.57%-17.1pp | 24.94%-14.5pp | 1368.38%-1357.9pp |
| Employer contribution / active EE | $951 | $3,159-69.9% | $3,870-75.4% | $2,625-63.8% |
| Participant deferral / active EE | $2,368 | $3,861-38.7% | $5,060-53.2% | $4,348-45.5% |
| Admin fee / account holder | $1,891 | $2,371-20.2% | $8,391-77.5% | $1,944-2.7% |