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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 | $58,669 | $87,106-32.6% | $105,607-44.4% | $80,935-27.5% |
| Participation rate | 63.8% | 70.4%-6.7pp | 75.3%-11.5pp | 67.7%-3.9pp |
| Annual return | 9.01% | 17.01%-8.0pp | 116.11%-107.1pp | 35.66%-26.7pp |
| Employer contribution / active EE | $664 | $2,396-72.3% | $3,167-79.0% | $2,757-75.9% |
| Participant deferral / active EE | $1,839 | $3,986-53.9% | $5,011-63.3% | $4,299-57.2% |
| Admin fee / account holder | $8,145 | $8,447-3.6% | $10,958-25.7% | $6,924+17.6% |