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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 | $59,609 | $86,919-31.4% | $102,457-41.8% | $80,911-26.3% |
| Participation rate | 35.7% | 72.4%-36.7pp | 76.5%-40.8pp | 67.6%-31.9pp |
| Annual return | 4.81% | 18.90%-14.1pp | 29.41%-24.6pp | 35.63%-30.8pp |
| Employer contribution / active EE | $874 | $2,368-63.1% | $3,022-71.1% | $2,756-68.3% |
| Participant deferral / active EE | $1,933 | $4,119-53.1% | $5,054-61.8% | $4,297-55.0% |
| Admin fee / account holder | $17,917 | $8,049+122.6% | $9,451+89.6% | $6,935+158.4% |