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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 | $64,035 | $78,013-17.9% | $178,449-64.1% | $80,911-20.9% |
| Participation rate | 64.3% | 65.7%-1.4pp | 77.1%-12.8pp | 67.6%-3.4pp |
| Annual return | 7.50% | 18.07%-10.6pp | 27.09%-19.6pp | 35.63%-28.1pp |
| Employer contribution / active EE | $676 | $2,287-70.5% | $3,951-82.9% | $2,756-75.5% |
| Participant deferral / active EE | $3,274 | $4,408-25.7% | $6,277-47.8% | $4,297-23.8% |
| Admin fee / account holder | $10,702 | $7,166+49.3% | $10,362+3.3% | $6,935+54.3% |