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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 | $61,668 | $76,371-19.3% | $93,621-34.1% | $72,975-15.5% |
| Participation rate | 66.7% | 71.8%-5.1pp | 75.8%-9.2pp | 69.5%-2.8pp |
| Annual return | 0.86% | 25.82%-25.0pp | 32.76%-31.9pp | 81.01%-80.2pp |
| Employer contribution / active EE | $617 | $2,276-72.9% | $2,719-77.3% | $2,440-74.7% |
| Participant deferral / active EE | $2,222 | $3,538-37.2% | $4,070-45.4% | $3,608-38.4% |
| Admin fee / account holder | $1,334 | $6,839-80.5% | $7,890-83.1% | $5,124-74.0% |