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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 | $50,984 | $87,106-41.5% | $105,607-51.7% | $80,935-37.0% |
| Participation rate | 32.6% | 70.4%-37.8pp | 75.3%-42.7pp | 67.7%-35.1pp |
| Annual return | 9.67% | 17.01%-7.3pp | 116.11%-106.4pp | 35.66%-26.0pp |
| Employer contribution / active EE | $913 | $2,396-61.9% | $3,167-71.2% | $2,757-66.9% |
| Participant deferral / active EE | $1,943 | $3,986-51.2% | $5,011-61.2% | $4,299-54.8% |
| Admin fee / account holder | $644 | $8,447-92.4% | $10,958-94.1% | $6,924-90.7% |