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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 | $81,358-12.3% | $155,556-54.1% | $80,959-11.9% |
| Participation rate | 28.6% | 66.3%-37.7pp | 78.2%-49.7pp | 67.7%-39.1pp |
| Annual return | 9.52% | 33.39%-23.9pp | 64.84%-55.3pp | 35.67%-26.1pp |
| Employer contribution / active EE | $869 | $3,106-72.0% | $4,675-81.4% | $2,757-68.5% |
| Participant deferral / active EE | $1,444 | $3,455-58.2% | $5,631-74.4% | $4,300-66.4% |
| Admin fee / account holder | $5,182 | $7,994-35.2% | $15,885-67.4% | $6,925-25.2% |