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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 | $80,731-30.3% | $103,374-45.6% | $74,546-24.5% |
| Participation rate | 28.9% | 65.7%-36.8pp | 74.5%-45.6pp | 67.2%-38.3pp |
| Annual return | 11.17% | 27.56%-16.4pp | 24.89%-13.7pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $808 | $3,158-74.4% | $3,869-79.1% | $2,624-69.2% |
| Participant deferral / active EE | $1,850 | $3,860-52.1% | $5,058-63.4% | $4,347-57.4% |
| Admin fee / account holder | $5,774 | $2,369+143.8% | $8,394-31.2% | $1,944+197.1% |