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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 | $106,864-47.9% | $147,318-62.2% | $82,637-32.6% |
| Participation rate | 22.2% | 75.5%-53.3pp | 82.1%-59.8pp | 68.1%-45.8pp |
| Annual return | 12.41% | 27.49%-15.1pp | 70.43%-58.0pp | 53.51%-41.1pp |
| Employer contribution / active EE | $944 | $3,417-72.4% | $4,593-79.4% | $2,552-63.0% |
| Participant deferral / active EE | $3,887 | $6,496-40.2% | $7,906-50.8% | $4,126-5.8% |
| Admin fee / account holder | $12,888 | $8,415+53.2% | $13,708-6.0% | $7,339+75.6% |