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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 | $51,028 | $71,197-28.3% | $93,669-45.5% | $80,925-36.9% |
| Participation rate | 54.9% | 60.4%-5.5pp | 68.7%-13.8pp | 67.7%-12.8pp |
| Annual return | 9.32% | 11.27%-2.0pp | 133.59%-124.3pp | 35.65%-26.3pp |
| Employer contribution / active EE | $877 | $1,565-44.0% | $2,424-63.8% | $2,756-68.2% |
| Participant deferral / active EE | $3,039 | $4,036-24.7% | $4,416-31.2% | $4,299-29.3% |
| Admin fee / account holder | $17,102 | $6,959+145.8% | $8,291+106.3% | $6,940+146.4% |