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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 | $71,773 | $97,648-26.5% | $121,663-41.0% | $87,485-18.0% |
| Participation rate | 62.1% | 70.5%-8.4pp | 74.5%-12.4pp | 68.9%-6.9pp |
| Annual return | 11.34% | 18.03%-6.7pp | 147.54%-136.2pp | 26.06%-14.7pp |
| Employer contribution / active EE | $679 | $2,300-70.5% | $3,020-77.5% | $2,596-73.8% |
| Participant deferral / active EE | $5,474 | $3,923+39.5% | $4,887+12.0% | $4,274+28.1% |
| Admin fee / account holder | $10,192 | $11,100-8.2% | $14,289-28.7% | $7,775+31.1% |