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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 | $69,933 | $91,179-23.3% | $178,499-60.8% | $79,852-12.4% |
| Participation rate | 23.7% | 69.2%-45.5pp | 81.9%-58.2pp | 69.6%-46.0pp |
| Annual return | 8.68% | 24.19%-15.5pp | 151.10%-142.4pp | 31.72%-23.0pp |
| Employer contribution / active EE | $648 | $3,256-80.1% | $5,011-87.1% | $2,471-73.8% |
| Participant deferral / active EE | $2,311 | $3,236-28.6% | $5,202-55.6% | $3,740-38.2% |
| Admin fee / account holder | $698 | $6,749-89.7% | $13,986-95.0% | $5,306-86.8% |