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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 | $61,102 | $86,050-29.0% | $189,758-67.8% | $94,015-35.0% |
| Participation rate | 62.5% | 68.9%-6.4pp | 79.8%-17.3pp | 70.8%-8.3pp |
| Annual return | 10.14% | 17.77%-7.6pp | 52.62%-42.5pp | 17.84%-7.7pp |
| Employer contribution / active EE | $697 | $2,819-75.3% | $4,767-85.4% | $2,790-75.0% |
| Participant deferral / active EE | $2,314 | $3,349-30.9% | $5,856-60.5% | $4,249-45.5% |
| Admin fee / account holder | $16,059 | $6,627+142.3% | $20,388-21.2% | $8,951+79.4% |