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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 | $63,830 | $73,978-13.7% | $96,515-33.9% | $75,173-15.1% |
| Participation rate | 58.0% | 66.4%-8.4pp | 74.3%-16.3pp | 67.2%-9.2pp |
| Annual return | 10.70% | 26.72%-16.0pp | 35.73%-25.0pp | 160.72%-150.0pp |
| Employer contribution / active EE | $900 | $2,931-69.3% | $3,740-75.9% | $2,671-66.3% |
| Participant deferral / active EE | $2,501 | $3,660-31.7% | $4,880-48.7% | $4,126-39.4% |
| Admin fee / account holder | $10,213 | $5,219+95.7% | $6,735+51.6% | $5,651+80.7% |