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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 | $68,430 | $77,962-12.2% | $178,540-61.7% | $80,935-15.5% |
| Participation rate | 53.6% | 65.7%-12.1pp | 77.1%-23.5pp | 67.7%-14.1pp |
| Annual return | 10.07% | 18.10%-8.0pp | 27.15%-17.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $922 | $2,280-59.6% | $3,953-76.7% | $2,757-66.5% |
| Participant deferral / active EE | $2,984 | $4,404-32.2% | $6,281-52.5% | $4,299-30.6% |
| Admin fee / account holder | $2,193 | $7,156-69.4% | $10,424-79.0% | $6,924-68.3% |