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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 | $70,147 | $76,371-8.1% | $93,621-25.1% | $72,975-3.9% |
| Participation rate | 60.0% | 71.8%-11.8pp | 75.8%-15.8pp | 69.5%-9.5pp |
| Annual return | 11.01% | 25.82%-14.8pp | 32.76%-21.7pp | 81.01%-70.0pp |
| Employer contribution / active EE | $608 | $2,276-73.3% | $2,719-77.7% | $2,440-75.1% |
| Participant deferral / active EE | $2,021 | $3,538-42.9% | $4,070-50.3% | $3,608-44.0% |
| Admin fee / account holder | $814 | $6,839-88.1% | $7,890-89.7% | $5,124-84.1% |