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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 | $81,233-12.2% | $155,567-54.1% | $80,874-11.8% |
| Participation rate | 28.6% | 66.2%-37.7pp | 78.2%-49.6pp | 67.6%-39.1pp |
| Annual return | 9.52% | 33.33%-23.8pp | 64.74%-55.2pp | 35.62%-26.1pp |
| Employer contribution / active EE | $869 | $3,101-72.0% | $4,674-81.4% | $2,756-68.5% |
| Participant deferral / active EE | $1,444 | $3,452-58.2% | $5,628-74.3% | $4,297-66.4% |
| Admin fee / account holder | $5,182 | $7,998-35.2% | $15,916-67.4% | $6,935-25.3% |