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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 | $56,278 | $80,763-30.3% | $102,412-45.0% | $74,459-24.4% |
| Participation rate | 28.9% | 65.7%-36.8pp | 74.5%-45.6pp | 67.2%-38.3pp |
| Annual return | 11.17% | 27.57%-16.4pp | 24.94%-13.8pp | 1369.70%-1358.5pp |
| Employer contribution / active EE | $808 | $3,160-74.4% | $3,870-79.1% | $2,626-69.2% |
| Participant deferral / active EE | $1,850 | $3,862-52.1% | $5,060-63.4% | $4,350-57.5% |
| Admin fee / account holder | $5,774 | $2,371+143.5% | $8,388-31.2% | $1,945+196.9% |