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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 | $59,097 | $94,315-37.3% | $239,403-75.3% | $116,462-49.3% |
| Participation rate | 30.0% | 71.7%-41.7pp | 82.2%-52.2pp | 74.7%-44.7pp |
| Annual return | 10.13% | 19.05%-8.9pp | 3.34%+6.8pp | 15.65%-5.5pp |
| Employer contribution / active EE | $394 | $1,745-77.4% | $4,656-91.5% | $3,231-87.8% |
| Participant deferral / active EE | $2,122 | $2,870-26.1% | $4,239-49.9% | $3,836-44.7% |
| Admin fee / account holder | $7,209 | $9,071-20.5% | $21,121-65.9% | $12,754-43.5% |