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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 | $71,493 | $41,377+72.8% | $109,313-34.6% | $62,881+13.7% |
| Participation rate | 50.0% | 57.5%-7.5pp | 71.3%-21.3pp | 69.3%-19.3pp |
| Annual return | 4.63% | 11.05%-6.4pp | 22.07%-17.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,275 | $1,2760% | $3,892-67.2% | $2,281-44.1% |
| Participant deferral / active EE | $3,053 | $2,045+49.3% | $3,166-3.6% | $3,203-4.7% |
| Admin fee / account holder | $6,112 | $2,884+111.9% | $5,666+7.9% | $4,296+42.3% |