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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 | $56,515 | $87,166-35.2% | $76,735-26.4% | $137,256-58.8% |
| Participation rate | 22.7% | 74.4%-51.6pp | 69.5%-46.8pp | 80.0%-57.2pp |
| Annual return | 8.50% | 26.50%-18.0pp | 29.77%-21.3pp | 220.34%-211.8pp |
| Employer contribution / active EE | $729 | $2,904-74.9% | $2,454-70.3% | $4,156-82.5% |
| Participant deferral / active EE | $1,179 | $4,726-75.0% | $4,088-71.1% | $6,407-81.6% |
| Admin fee / account holder | $20,103 | $8,403+139.2% | $7,189+179.6% | $12,270+63.8% |