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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 | $81,331-19.2% | $155,534-57.8% | $80,935-18.8% |
| Participation rate | 13.9% | 66.3%-52.4pp | 78.2%-64.3pp | 67.7%-53.8pp |
| Annual return | 9.07% | 33.37%-24.3pp | 64.92%-55.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $595 | $3,105-80.8% | $4,675-87.3% | $2,757-78.4% |
| Participant deferral / active EE | $2,036 | $3,454-41.1% | $5,630-63.8% | $4,299-52.6% |
| Admin fee / account holder | $820 | $7,999-89.8% | $15,900-94.8% | $6,924-88.2% |