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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 | $55,559 | $36,948+50.4% | $73,658-24.6% | $87,485-36.5% |
| Participation rate | 24.4% | 46.8%-22.4pp | 57.0%-32.6pp | 68.9%-44.5pp |
| Annual return | 13.06% | 28.64%-15.6pp | 29.72%-16.7pp | 26.06%-13.0pp |
| Employer contribution / active EE | $566 | $670-15.6% | $1,032-45.2% | $2,596-78.2% |
| Participant deferral / active EE | $1,178 | $1,379-14.6% | $2,062-42.9% | $4,274-72.4% |
| Admin fee / account holder | $20,723 | $2,531+718.8% | $3,357+517.4% | $7,775+166.5% |