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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 | $65,710 | $81,233-19.1% | $155,567-57.8% | $80,874-18.8% |
| Participation rate | 13.9% | 66.2%-52.3pp | 78.2%-64.3pp | 67.6%-53.8pp |
| Annual return | 9.07% | 33.33%-24.3pp | 64.74%-55.7pp | 35.62%-26.6pp |
| Employer contribution / active EE | $595 | $3,101-80.8% | $4,674-87.3% | $2,756-78.4% |
| Participant deferral / active EE | $2,036 | $3,452-41.0% | $5,628-63.8% | $4,297-52.6% |
| Admin fee / account holder | $820 | $7,998-89.8% | $15,916-94.9% | $6,935-88.2% |