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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 | $61,055 | $84,236-27.5% | $170,435-64.2% | $70,126-12.9% |
| Participation rate | 48.1% | 70.8%-22.7pp | 83.6%-35.4pp | 69.5%-21.4pp |
| Annual return | 9.38% | 23.06%-13.7pp | 205.94%-196.6pp | 73.15%-63.8pp |
| Employer contribution / active EE | $639 | $3,387-81.1% | $5,432-88.2% | $2,343-72.7% |
| Participant deferral / active EE | $1,901 | $3,086-38.4% | $4,939-61.5% | $3,332-43.0% |
| Admin fee / account holder | $6,442 | $5,698+13.0% | $13,881-53.6% | $4,645+38.7% |