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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 | $59,314 | $86,940-31.8% | $102,434-42.1% | $80,935-26.7% |
| Participation rate | 64.4% | 72.4%-7.9pp | 76.5%-12.1pp | 67.7%-3.2pp |
| Annual return | 8.54% | 18.89%-10.4pp | 29.46%-20.9pp | 35.66%-27.1pp |
| Employer contribution / active EE | $918 | $2,370-61.3% | $3,023-69.6% | $2,757-66.7% |
| Participant deferral / active EE | $5,359 | $4,121+30.0% | $5,055+6.0% | $4,299+24.6% |
| Admin fee / account holder | $21,976 | $8,047+173.1% | $9,462+132.3% | $6,924+217.4% |