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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 | $54,989 | $76,383-28.0% | $121,663-54.8% | $64,340-14.5% |
| Participation rate | 28.4% | 60.4%-32.0pp | 74.5%-46.0pp | 55.2%-26.8pp |
| Annual return | 10.77% | 16.98%-6.2pp | 147.54%-136.8pp | 24.14%-13.4pp |
| Employer contribution / active EE | $689 | $1,943-64.6% | $3,020-77.2% | $1,862-63.0% |
| Participant deferral / active EE | $2,091 | $3,149-33.6% | $4,887-57.2% | $2,980-29.8% |
| Admin fee / account holder | $6,327 | $4,142+52.8% | $14,289-55.7% | $3,703+70.9% |