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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 | $53,562 | $54,757-2.2% | $90,300-40.7% | $72,983-26.6% |
| Participation rate | 35.0% | 65.1%-30.1pp | 73.3%-38.3pp | 69.5%-34.5pp |
| Annual return | 16.28% | 30.63%-14.3pp | 78.11%-61.8pp | 81.01%-64.7pp |
| Employer contribution / active EE | $601 | $2,092-71.3% | $2,854-78.9% | $2,440-75.4% |
| Participant deferral / active EE | $1,378 | $2,887-52.3% | $3,884-64.5% | $3,608-61.8% |
| Admin fee / account holder | $12,298 | $3,972+209.6% | $5,353+129.7% | $5,124+140.0% |