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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 | $68,990 | $98,766-30.1% | $149,730-53.9% | $79,852-13.6% |
| Participation rate | 66.1% | 75.8%-9.7pp | 82.5%-16.4pp | 69.6%-3.5pp |
| Annual return | 12.01% | 27.43%-15.4pp | 276.70%-264.7pp | 31.72%-19.7pp |
| Employer contribution / active EE | $636 | $3,217-80.2% | $4,645-86.3% | $2,471-74.3% |
| Participant deferral / active EE | $3,693 | $5,681-35.0% | $6,843-46.0% | $3,740-1.3% |
| Admin fee / account holder | $838 | $6,052-86.2% | $9,310-91.0% | $5,306-84.2% |