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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 | $79,114 | $88,672-10.8% | $105,223-24.8% | $82,448-4.0% |
| Participation rate | 55.6% | 67.9%-12.4pp | 75.0%-19.5pp | 68.1%-12.5pp |
| Annual return | 12.11% | 30.86%-18.7pp | 180.65%-168.5pp | 41.64%-29.5pp |
| Employer contribution / active EE | $923 | $3,048-69.7% | $3,689-75.0% | $2,551-63.8% |
| Participant deferral / active EE | $2,497 | $4,036-38.1% | $5,072-50.8% | $4,139-39.7% |
| Admin fee / account holder | $3,779 | $7,146-47.1% | $8,859-57.3% | $7,234-47.8% |