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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 | $70,508 | $78,027-9.6% | $178,528-60.5% | $80,925-12.9% |
| Participation rate | 37.8% | 65.7%-27.8pp | 77.1%-39.3pp | 67.7%-29.8pp |
| Annual return | 8.68% | 18.09%-9.4pp | 27.11%-18.4pp | 35.65%-27.0pp |
| Employer contribution / active EE | $499 | $2,281-78.1% | $3,950-87.4% | $2,756-81.9% |
| Participant deferral / active EE | $1,451 | $4,408-67.1% | $6,278-76.9% | $4,299-66.3% |
| Admin fee / account holder | $3,214 | $7,168-55.2% | $10,419-69.1% | $6,940-53.7% |