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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 | $71,359 | $81,276-12.2% | $155,574-54.1% | $80,925-11.8% |
| Participation rate | 28.6% | 66.2%-37.7pp | 78.2%-49.6pp | 67.7%-39.1pp |
| Annual return | 9.52% | 33.36%-23.8pp | 64.87%-55.3pp | 35.65%-26.1pp |
| Employer contribution / active EE | $869 | $3,103-72.0% | $4,676-81.4% | $2,756-68.5% |
| Participant deferral / active EE | $1,444 | $3,453-58.2% | $5,629-74.3% | $4,299-66.4% |
| Admin fee / account holder | $5,182 | $7,993-35.2% | $15,914-67.4% | $6,940-25.3% |