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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 | $73,978 | $81,276-9.0% | $155,574-52.4% | $80,925-8.6% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.7%-34.3pp |
| Annual return | 8.84% | 33.36%-24.5pp | 64.87%-56.0pp | 35.65%-26.8pp |
| Employer contribution / active EE | $888 | $3,103-71.4% | $4,676-81.0% | $2,756-67.8% |
| Participant deferral / active EE | $1,590 | $3,453-53.9% | $5,629-71.8% | $4,299-63.0% |
| Admin fee / account holder | $13,757 | $7,993+72.1% | $15,914-13.6% | $6,940+98.2% |