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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 | $62,548 | $81,504-23.3% | $102,437-38.9% | $80,959-22.7% |
| Participation rate | 21.8% | 66.9%-45.0pp | 74.5%-52.7pp | 67.7%-45.8pp |
| Annual return | 8.23% | 25.60%-17.4pp | 24.95%-16.7pp | 35.67%-27.4pp |
| Employer contribution / active EE | $898 | $3,104-71.1% | $3,871-76.8% | $2,757-67.4% |
| Participant deferral / active EE | $1,899 | $3,871-50.9% | $5,060-62.5% | $4,300-55.8% |
| Admin fee / account holder | $19,426 | $6,719+189.1% | $8,388+131.6% | $6,925+180.5% |