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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 | $97,550-29.9% | $120,344-43.2% | $87,485-21.8% |
| Participation rate | 63.2% | 72.8%-9.7pp | 76.7%-13.6pp | 68.9%-5.8pp |
| Annual return | 10.72% | 18.41%-7.7pp | 20.30%-9.6pp | 26.06%-15.3pp |
| Employer contribution / active EE | $738 | $2,291-67.8% | $3,020-75.6% | $2,596-71.6% |
| Participant deferral / active EE | $2,735 | $4,230-35.3% | $5,135-46.7% | $4,274-36.0% |
| Admin fee / account holder | $5,617 | $9,543-41.1% | $12,742-55.9% | $7,775-27.8% |