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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 | $68,003 | $101,778-33.2% | $164,975-58.8% | $80,925-16.0% |
| Participation rate | 57.0% | 71.8%-14.9pp | 78.6%-21.7pp | 67.7%-10.7pp |
| Annual return | 10.21% | 16.73%-6.5pp | 70.12%-59.9pp | 35.65%-25.4pp |
| Employer contribution / active EE | $916 | $2,954-69.0% | $4,343-78.9% | $2,756-66.8% |
| Participant deferral / active EE | $2,418 | $4,477-46.0% | $6,033-59.9% | $4,299-43.7% |
| Admin fee / account holder | $1,506 | $8,221-81.7% | $12,688-88.1% | $6,940-78.3% |