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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 | $65,199 | $81,504-20.0% | $102,437-36.4% | $80,959-19.5% |
| Participation rate | 48.3% | 66.9%-18.6pp | 74.5%-26.2pp | 67.7%-19.4pp |
| Annual return | 7.64% | 25.60%-18.0pp | 24.95%-17.3pp | 35.67%-28.0pp |
| Employer contribution / active EE | $879 | $3,104-71.7% | $3,871-77.3% | $2,757-68.1% |
| Participant deferral / active EE | $3,517 | $3,871-9.1% | $5,060-30.5% | $4,300-18.2% |
| Admin fee / account holder | $8,289 | $6,719+23.4% | $8,388-1.2% | $6,925+19.7% |