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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 | $56,591 | $81,403-30.5% | $147,027-61.5% | $87,485-35.3% |
| Participation rate | 26.9% | 63.4%-36.5pp | 73.7%-46.8pp | 68.9%-42.0pp |
| Annual return | 11.13% | 16.51%-5.4pp | 20.23%-9.1pp | 26.06%-14.9pp |
| Employer contribution / active EE | $655 | $2,205-70.3% | $3,626-81.9% | $2,596-74.8% |
| Participant deferral / active EE | $2,185 | $3,315-34.1% | $4,933-55.7% | $4,274-48.9% |
| Admin fee / account holder | $31,170 | $6,755+361.4% | $12,223+155.0% | $7,775+300.9% |