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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 | $61,490 | $77,574-20.7% | $108,753-43.5% | $86,983-29.3% |
| Participation rate | 35.2% | 62.3%-27.1pp | 71.1%-35.9pp | 69.5%-34.4pp |
| Annual return | 8.29% | 18.42%-10.1pp | 37.47%-29.2pp | 25.83%-17.5pp |
| Employer contribution / active EE | $313 | $1,611-80.6% | $2,427-87.1% | $2,584-87.9% |
| Participant deferral / active EE | $2,085 | $3,128-33.3% | $4,115-49.3% | $4,194-50.3% |
| Admin fee / account holder | $22,277 | $6,529+241.2% | $10,320+115.9% | $7,856+183.6% |