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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 | $55,690 | $106,749-47.8% | $145,433-61.7% | $82,448-32.5% |
| Participation rate | 22.2% | 75.6%-53.4pp | 82.1%-59.9pp | 68.1%-45.8pp |
| Annual return | 12.41% | 27.59%-15.2pp | 66.58%-54.2pp | 41.64%-29.2pp |
| Employer contribution / active EE | $944 | $3,444-72.6% | $4,554-79.3% | $2,551-63.0% |
| Participant deferral / active EE | $3,887 | $6,519-40.4% | $7,897-50.8% | $4,139-6.1% |
| Admin fee / account holder | $12,888 | $8,390+53.6% | $13,129-1.8% | $7,234+78.2% |