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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 | $71,507 | $78,690-9.1% | $161,489-55.7% | $87,485-18.3% |
| Participation rate | 30.9% | 67.5%-36.6pp | 78.7%-47.8pp | 68.9%-38.0pp |
| Annual return | 8.87% | 32.74%-23.9pp | 89.72%-80.9pp | 26.06%-17.2pp |
| Employer contribution / active EE | $828 | $2,588-68.0% | $4,268-80.6% | $2,596-68.1% |
| Participant deferral / active EE | $4,257 | $3,311+28.6% | $5,630-24.4% | $4,274-0.4% |
| Admin fee / account holder | $1,426 | $6,724-78.8% | $16,006-91.1% | $7,775-81.7% |