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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 | $65,028 | $58,057+12.0% | $97,032-33.0% | $86,983-25.2% |
| Participation rate | 46.9% | 60.4%-13.5pp | 71.6%-24.7pp | 69.5%-22.7pp |
| Annual return | 12.95% | 22.26%-9.3pp | 35.38%-22.4pp | 25.83%-12.9pp |
| Employer contribution / active EE | $456 | $1,663-72.6% | $2,629-82.6% | $2,584-82.4% |
| Participant deferral / active EE | $2,649 | $3,244-18.3% | $4,672-43.3% | $4,194-36.8% |
| Admin fee / account holder | $50,989 | $4,839+953.8% | $9,418+441.4% | $7,856+549.1% |