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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 | $56,625 | $53,774+5.3% | $134,162-57.8% | $79,852-29.1% |
| Participation rate | 36.8% | 58.8%-21.9pp | 72.2%-35.3pp | 69.6%-32.8pp |
| Annual return | 9.38% | 19.01%-9.6pp | 36.35%-27.0pp | 31.72%-22.3pp |
| Employer contribution / active EE | $801 | $1,322-39.4% | $3,705-78.4% | $2,471-67.6% |
| Participant deferral / active EE | $2,226 | $2,420-8.0% | $3,500-36.4% | $3,740-40.5% |
| Admin fee / account holder | $16,705 | $3,985+319.2% | $6,685+149.9% | $5,306+214.8% |