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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 | $59,678 | $86,938-31.4% | $102,423-41.7% | $80,925-26.3% |
| Participation rate | 58.1% | 72.4%-14.2pp | 76.5%-18.4pp | 67.7%-9.5pp |
| Annual return | 8.77% | 18.89%-10.1pp | 29.42%-20.6pp | 35.65%-26.9pp |
| Employer contribution / active EE | $833 | $2,369-64.8% | $3,023-72.4% | $2,756-69.8% |
| Participant deferral / active EE | $2,744 | $4,120-33.4% | $5,054-45.7% | $4,299-36.2% |
| Admin fee / account holder | $28,543 | $8,053+254.5% | $9,455+201.9% | $6,940+311.3% |