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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 | $70,670 | $105,200-32.8% | $159,474-55.7% | $85,847-17.7% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.8%-18.3pp | 69.3%-4.8pp |
| Annual return | 12.29% | 45.08%-32.8pp | 263.68%-251.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $729 | $3,319-78.0% | $4,831-84.9% | $2,565-71.6% |
| Participant deferral / active EE | $2,869 | $5,946-51.7% | $7,353-61.0% | $3,952-27.4% |
| Admin fee / account holder | $4,263 | $6,934-38.5% | $10,802-60.5% | $6,261-31.9% |