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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 | $54,072 | $57,119-5.3% | $85,187-36.5% | $80,935-33.2% |
| Participation rate | 33.9% | 56.4%-22.5pp | 67.5%-33.6pp | 67.7%-33.8pp |
| Annual return | 8.28% | 21.70%-13.4pp | 66.67%-58.4pp | 35.66%-27.4pp |
| Employer contribution / active EE | $1,075 | $1,802-40.3% | $2,732-60.7% | $2,757-61.0% |
| Participant deferral / active EE | $2,802 | $3,115-10.0% | $4,525-38.1% | $4,299-34.8% |
| Admin fee / account holder | $17,589 | $4,990+252.5% | $6,162+185.4% | $6,924+154.0% |