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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 | $68,373 | $95,453-28.4% | $112,040-39.0% | $82,448-17.1% |
| Participation rate | 63.2% | 72.8%-9.6pp | 76.5%-13.3pp | 68.1%-4.9pp |
| Annual return | 10.72% | 23.92%-13.2pp | 24.52%-13.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $738 | $2,318-68.2% | $2,954-75.0% | $2,551-71.1% |
| Participant deferral / active EE | $2,735 | $4,224-35.3% | $5,098-46.4% | $4,139-33.9% |
| Admin fee / account holder | $5,617 | $9,013-37.7% | $12,098-53.6% | $7,234-22.4% |