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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 | $94,436-24.0% | $115,599-37.9% | $82,637-13.1% |
| Participation rate | 62.1% | 70.4%-8.4pp | 74.3%-12.2pp | 68.1%-6.0pp |
| Annual return | 11.34% | 18.37%-7.0pp | 111.10%-99.8pp | 53.51%-42.2pp |
| Employer contribution / active EE | $679 | $2,324-70.8% | $2,955-77.0% | $2,552-73.4% |
| Participant deferral / active EE | $5,474 | $3,955+38.4% | $4,889+11.9% | $4,126+32.7% |
| Admin fee / account holder | $10,192 | $10,328-1.3% | $12,841-20.6% | $7,339+38.9% |