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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 | $75,786 | $37,156+104.0% | $83,854-9.6% | $86,983-12.9% |
| Participation rate | 25.8% | 49.1%-23.2pp | 59.1%-33.3pp | 69.5%-43.7pp |
| Annual return | 12.27% | 29.88%-17.6pp | 31.39%-19.1pp | 25.83%-13.6pp |
| Employer contribution / active EE | $396 | $661-40.1% | $1,017-61.1% | $2,584-84.7% |
| Participant deferral / active EE | $1,358 | $1,418-4.2% | $2,035-33.3% | $4,194-67.6% |
| Admin fee / account holder | $51,874 | $2,510+1966.9% | $3,197+1522.7% | $7,856+560.3% |