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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 | $70,769 | $81,208-12.9% | $98,920-28.5% | $79,852-11.4% |
| Participation rate | 68.0% | 72.5%-4.5pp | 76.0%-8.0pp | 69.6%-1.6pp |
| Annual return | 10.09% | 60.99%-50.9pp | 196.47%-186.4pp | 31.72%-21.6pp |
| Employer contribution / active EE | $619 | $1,960-68.4% | $2,689-77.0% | $2,471-75.0% |
| Participant deferral / active EE | $1,734 | $3,265-46.9% | $4,245-59.2% | $3,740-53.6% |
| Admin fee / account holder | $8,730 | $6,013+45.2% | $6,643+31.4% | $5,306+64.5% |