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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 | $93,345-15.2% | $119,126-33.6% | $87,485-9.6% |
| Participation rate | 55.6% | 68.7%-13.2pp | 75.8%-20.2pp | 68.9%-13.4pp |
| Annual return | 12.11% | 19.08%-7.0pp | 282.11%-270.0pp | 26.06%-14.0pp |
| Employer contribution / active EE | $923 | $3,172-70.9% | $4,034-77.1% | $2,596-64.4% |
| Participant deferral / active EE | $2,497 | $4,099-39.1% | $5,318-53.1% | $4,274-41.6% |
| Admin fee / account holder | $3,779 | $8,039-53.0% | $10,693-64.7% | $7,775-51.4% |