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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 | $70,709 | $76,407-7.5% | $150,298-53.0% | $82,448-14.2% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 8.92% | 39.99%-31.1pp | 62.79%-53.9pp | 41.64%-32.7pp |
| Employer contribution / active EE | $710 | $2,614-72.8% | $4,154-82.9% | $2,551-72.2% |
| Participant deferral / active EE | $1,230 | $3,214-61.7% | $5,453-77.4% | $4,139-70.3% |
| Admin fee / account holder | $11,980 | $6,352+88.6% | $14,116-15.1% | $7,234+65.6% |