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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 | $81,456 | $84,236-3.3% | $170,435-52.2% | $70,126+16.2% |
| Participation rate | 41.4% | 70.8%-29.5pp | 83.6%-42.2pp | 69.5%-28.2pp |
| Annual return | 10.25% | 23.06%-12.8pp | 205.94%-195.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $767 | $3,387-77.3% | $5,432-85.9% | $2,343-67.2% |
| Participant deferral / active EE | $1,332 | $3,086-56.8% | $4,939-73.0% | $3,332-60.0% |
| Admin fee / account holder | $7,830 | $5,698+37.4% | $13,881-43.6% | $4,645+68.6% |