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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 | $60,381 | $75,807-20.3% | $116,096-48.0% | $86,983-30.6% |
| Participation rate | 60.0% | 66.9%-6.9pp | 73.3%-13.3pp | 69.5%-9.5pp |
| Annual return | 9.02% | 18.57%-9.5pp | 326.25%-317.2pp | 25.83%-16.8pp |
| Employer contribution / active EE | $302 | $1,892-84.0% | $2,503-87.9% | $2,584-88.3% |
| Participant deferral / active EE | $1,925 | $3,212-40.1% | $3,952-51.3% | $4,194-54.1% |
| Admin fee / account holder | $3,050 | $6,659-54.2% | $7,704-60.4% | $7,856-61.2% |