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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 | $106,524-25.4% | $152,301-47.8% | $87,485-9.1% |
| Participation rate | 48.5% | 75.8%-27.3pp | 82.4%-34.0pp | 68.9%-20.4pp |
| Annual return | 8.50% | 26.89%-18.4pp | 80.50%-72.0pp | 26.06%-17.6pp |
| Employer contribution / active EE | $688 | $3,371-79.6% | $4,624-85.1% | $2,596-73.5% |
| Participant deferral / active EE | $4,427 | $6,525-32.2% | $8,004-44.7% | $4,274+3.6% |
| Admin fee / account holder | $37,711 | $8,287+355.1% | $14,398+161.9% | $7,775+385.0% |