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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 | $63,401 | $81,276-22.0% | $155,574-59.2% | $80,925-21.7% |
| Participation rate | 45.2% | 66.2%-21.1pp | 78.2%-33.1pp | 67.7%-22.5pp |
| Annual return | 7.38% | 33.36%-26.0pp | 64.87%-57.5pp | 35.65%-28.3pp |
| Employer contribution / active EE | $552 | $3,103-82.2% | $4,676-88.2% | $2,756-80.0% |
| Participant deferral / active EE | $911 | $3,453-73.6% | $5,629-83.8% | $4,299-78.8% |
| Admin fee / account holder | $2,506 | $7,993-68.7% | $15,914-84.3% | $6,940-63.9% |