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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 | $62,902 | $46,877+34.2% | $122,354-48.6% | $70,126-10.3% |
| Participation rate | 41.9% | 58.2%-16.3pp | 71.6%-29.7pp | 69.5%-27.6pp |
| Annual return | 11.47% | 24.22%-12.8pp | 30.28%-18.8pp | 73.15%-61.7pp |
| Employer contribution / active EE | $516 | $1,288-59.9% | $4,051-87.3% | $2,343-78.0% |
| Participant deferral / active EE | $1,546 | $2,167-28.7% | $3,287-53.0% | $3,332-53.6% |
| Admin fee / account holder | $22,052 | $3,324+563.4% | $5,479+302.5% | $4,645+374.7% |