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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 | $60,532 | $68,586-11.7% | $120,380-49.7% | $80,911-25.2% |
| Participation rate | 51.0% | 61.6%-10.6pp | 71.9%-20.9pp | 67.6%-16.7pp |
| Annual return | 9.60% | 23.62%-14.0pp | 107.28%-97.7pp | 35.63%-26.0pp |
| Employer contribution / active EE | $755 | $2,053-63.2% | $3,465-78.2% | $2,756-72.6% |
| Participant deferral / active EE | $2,002 | $3,174-36.9% | $4,992-59.9% | $4,297-53.4% |
| Admin fee / account holder | $1,235 | $5,733-78.5% | $9,421-86.9% | $6,935-82.2% |