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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 | $53,448 | $61,356-12.9% | $149,696-64.3% | $71,511-25.3% |
| Participation rate | 37.2% | 62.5%-25.4pp | 78.8%-41.6pp | 67.9%-30.8pp |
| Annual return | 11.44% | 35.86%-24.4pp | 134.46%-123.0pp | 28.86%-17.4pp |
| Employer contribution / active EE | $719 | $2,382-69.8% | $4,821-85.1% | $2,589-72.2% |
| Participant deferral / active EE | $1,479 | $2,920-49.3% | $5,682-74.0% | $4,291-65.5% |
| Admin fee / account holder | $15,786 | $1,263+1149.7% | $13,212+19.5% | $1,588+893.8% |