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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 | $80,705-31.9% | $115,768-52.5% | $67,986-19.1% |
| Participation rate | 28.4% | 63.0%-34.5pp | 74.4%-45.9pp | 57.2%-28.8pp |
| Annual return | 10.77% | 18.49%-7.7pp | 100.46%-89.7pp | 31.67%-20.9pp |
| Employer contribution / active EE | $689 | $2,046-66.4% | $2,940-76.6% | $2,019-65.9% |
| Participant deferral / active EE | $2,091 | $3,559-41.2% | $4,917-57.5% | $3,358-37.7% |
| Admin fee / account holder | $6,327 | $4,135+53.0% | $12,439-49.1% | $3,203+97.5% |