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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 | $79,511 | $106,749-25.5% | $145,433-45.3% | $82,448-3.6% |
| Participation rate | 48.5% | 75.6%-27.2pp | 82.1%-33.6pp | 68.1%-19.6pp |
| Annual return | 8.50% | 27.59%-19.1pp | 66.58%-58.1pp | 41.64%-33.1pp |
| Employer contribution / active EE | $688 | $3,444-80.0% | $4,554-84.9% | $2,551-73.0% |
| Participant deferral / active EE | $4,427 | $6,519-32.1% | $7,897-43.9% | $4,139+7.0% |
| Admin fee / account holder | $37,711 | $8,390+349.5% | $13,129+187.2% | $7,234+421.3% |