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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 | $72,447 | $77,492-6.5% | $100,398-27.8% | $80,911-10.5% |
| Participation rate | 51.7% | 76.9%-25.2pp | 81.5%-29.8pp | 67.6%-15.9pp |
| Annual return | 9.00% | 37.23%-28.2pp | 49.32%-40.3pp | 35.63%-26.6pp |
| Employer contribution / active EE | $474 | $2,800-83.1% | $3,946-88.0% | $2,756-82.8% |
| Participant deferral / active EE | $4,067 | $6,817-40.3% | $8,084-49.7% | $4,297-5.4% |
| Admin fee / account holder | $15,947 | $5,892+170.7% | $7,893+102.0% | $6,935+130.0% |