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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 | $65,737 | $76,407-14.0% | $150,298-56.3% | $82,448-20.3% |
| Participation rate | 59.5% | 66.4%-6.9pp | 77.8%-18.2pp | 68.1%-8.5pp |
| Annual return | 11.00% | 39.99%-29.0pp | 62.79%-51.8pp | 41.64%-30.6pp |
| Employer contribution / active EE | $381 | $2,614-85.4% | $4,154-90.8% | $2,551-85.1% |
| Participant deferral / active EE | $1,682 | $3,214-47.7% | $5,453-69.2% | $4,139-59.4% |
| Admin fee / account holder | $1,479 | $6,352-76.7% | $14,116-89.5% | $7,234-79.6% |