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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 | $53,438 | $81,358-34.3% | $155,556-65.6% | $80,959-34.0% |
| Participation rate | 37.8% | 66.3%-28.5pp | 78.2%-40.4pp | 67.7%-29.9pp |
| Annual return | 9.15% | 33.39%-24.2pp | 64.84%-55.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $792 | $3,106-74.5% | $4,675-83.1% | $2,757-71.3% |
| Participant deferral / active EE | $2,035 | $3,455-41.1% | $5,631-63.9% | $4,300-52.7% |
| Admin fee / account holder | $11,993 | $7,994+50.0% | $15,885-24.5% | $6,925+73.2% |