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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 | $80,747 | $86,288-6.4% | $111,306-27.5% | $85,851-5.9% |
| Participation rate | 60.4% | 73.3%-13.0pp | 77.3%-16.9pp | 69.3%-8.9pp |
| Annual return | 10.07% | 19.99%-9.9pp | 54.67%-44.6pp | 318.63%-308.6pp |
| Employer contribution / active EE | $840 | $2,044-58.9% | $2,732-69.2% | $2,565-67.2% |
| Participant deferral / active EE | $2,945 | $3,641-19.1% | $4,488-34.4% | $3,952-25.5% |
| Admin fee / account holder | $7,259 | $8,189-11.4% | $7,966-8.9% | $6,261+15.9% |