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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 | $71,200 | $98,240-27.5% | $82,312-13.5% | $147,586-51.8% |
| Participation rate | 68.4% | 79.7%-11.3pp | 76.9%-8.5pp | 82.8%-14.4pp |
| Annual return | 7.93% | 30.85%-22.9pp | 25.88%-17.9pp | 578.59%-570.7pp |
| Employer contribution / active EE | $932 | $3,192-70.8% | $2,428-61.6% | $4,876-80.9% |
| Participant deferral / active EE | $1,994 | $4,383-54.5% | $3,706-46.2% | $5,439-63.3% |
| Admin fee / account holder | $3,246 | $8,563-62.1% | $5,608-42.1% | $10,886-70.2% |