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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 | $62,416 | $90,400-31.0% | $186,193-66.5% | $87,485-28.7% |
| Participation rate | 44.2% | 66.2%-22.0pp | 77.1%-32.9pp | 68.9%-24.7pp |
| Annual return | 8.53% | 22.15%-13.6pp | 78.03%-69.5pp | 26.06%-17.5pp |
| Employer contribution / active EE | $440 | $2,170-79.7% | $3,918-88.8% | $2,596-83.0% |
| Participant deferral / active EE | $2,396 | $4,330-44.7% | $6,513-63.2% | $4,274-43.9% |
| Admin fee / account holder | $22,107 | $8,673+154.9% | $11,058+99.9% | $7,775+184.3% |