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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 | $60,073 | $87,132-31.1% | $105,624-43.1% | $80,959-25.8% |
| Participation rate | 54.1% | 70.4%-16.4pp | 75.3%-21.2pp | 67.7%-13.6pp |
| Annual return | 10.11% | 17.03%-6.9pp | 116.20%-106.1pp | 35.67%-25.6pp |
| Employer contribution / active EE | $918 | $2,397-61.7% | $3,168-71.0% | $2,757-66.7% |
| Participant deferral / active EE | $3,925 | $3,985-1.5% | $5,013-21.7% | $4,300-8.7% |
| Admin fee / account holder | $12,500 | $8,449+48.0% | $10,961+14.0% | $6,925+80.5% |