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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 | $77,472-6.5% | $100,392-27.8% | $80,935-10.5% |
| Participation rate | 51.7% | 76.9%-25.2pp | 81.5%-29.8pp | 67.7%-15.9pp |
| Annual return | 9.00% | 37.26%-28.3pp | 49.45%-40.4pp | 35.66%-26.7pp |
| Employer contribution / active EE | $474 | $2,800-83.1% | $3,941-88.0% | $2,757-82.8% |
| Participant deferral / active EE | $4,067 | $6,818-40.3% | $8,090-49.7% | $4,299-5.4% |
| Admin fee / account holder | $15,947 | $5,885+171.0% | $7,904+101.8% | $6,924+130.3% |