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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 | $81,494 | $84,236-3.3% | $170,435-52.2% | $70,126+16.2% |
| Participation rate | 28.1% | 70.8%-42.7pp | 83.6%-55.5pp | 69.5%-41.4pp |
| Annual return | 11.54% | 23.06%-11.5pp | 205.94%-194.4pp | 73.15%-61.6pp |
| Employer contribution / active EE | $449 | $3,387-86.8% | $5,432-91.7% | $2,343-80.9% |
| Participant deferral / active EE | $1,117 | $3,086-63.8% | $4,939-77.4% | $3,332-66.5% |
| Admin fee / account holder | $18,011 | $5,698+216.1% | $13,881+29.8% | $4,645+287.7% |