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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 | $61,348 | $84,236-27.2% | $170,435-64.0% | $70,126-12.5% |
| Participation rate | 12.0% | 70.8%-58.8pp | 83.6%-71.6pp | 69.5%-57.5pp |
| Annual return | 9.47% | 23.06%-13.6pp | 205.94%-196.5pp | 73.15%-63.7pp |
| Employer contribution / active EE | $751 | $3,387-77.8% | $5,432-86.2% | $2,343-67.9% |
| Participant deferral / active EE | $1,767 | $3,086-42.7% | $4,939-64.2% | $3,332-47.0% |
| Admin fee / account holder | $15,557 | $5,698+173.0% | $13,881+12.1% | $4,645+234.9% |