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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 | $68,098 | $71,523-4.8% | $98,461-30.8% | $71,511-4.8% |
| Participation rate | 60.9% | 72.7%-11.8pp | 75.2%-14.2pp | 67.9%-7.0pp |
| Annual return | 13.08% | 32.43%-19.3pp | 21.17%-8.1pp | 28.86%-15.8pp |
| Employer contribution / active EE | $782 | $2,399-67.4% | $3,049-74.4% | $2,589-69.8% |
| Participant deferral / active EE | $3,126 | $4,109-23.9% | $4,738-34.0% | $4,291-27.1% |
| Admin fee / account holder | $3,438 | $1,676+105.1% | $8,961-61.6% | $1,588+116.4% |