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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 | $72,830 | $81,504-10.6% | $102,437-28.9% | $80,959-10.0% |
| Participation rate | 57.1% | 66.9%-9.7pp | 74.5%-17.4pp | 67.7%-10.5pp |
| Annual return | 9.91% | 25.60%-15.7pp | 24.95%-15.0pp | 35.67%-25.8pp |
| Employer contribution / active EE | $917 | $3,104-70.5% | $3,871-76.3% | $2,757-66.7% |
| Participant deferral / active EE | $2,591 | $3,871-33.1% | $5,060-48.8% | $4,300-39.7% |
| Admin fee / account holder | $4,459 | $6,719-33.6% | $8,388-46.8% | $6,925-35.6% |