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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 | $67,067 | $87,060-23.0% | $105,591-36.5% | $80,911-17.1% |
| Participation rate | 41.1% | 70.4%-29.4pp | 75.3%-34.2pp | 67.6%-26.6pp |
| Annual return | 10.15% | 17.05%-6.9pp | 116.43%-106.3pp | 35.63%-25.5pp |
| Employer contribution / active EE | $662 | $2,396-72.4% | $3,166-79.1% | $2,756-76.0% |
| Participant deferral / active EE | $2,573 | $3,986-35.5% | $5,008-48.6% | $4,297-40.1% |
| Admin fee / account holder | $8,663 | $8,442+2.6% | $11,024-21.4% | $6,935+24.9% |