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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 | $56,175 | $81,358-31.0% | $155,556-63.9% | $80,959-30.6% |
| Participation rate | 25.9% | 66.3%-40.3pp | 78.2%-52.3pp | 67.7%-41.7pp |
| Annual return | 10.61% | 33.39%-22.8pp | 64.84%-54.2pp | 35.67%-25.1pp |
| Employer contribution / active EE | $475 | $3,106-84.7% | $4,675-89.8% | $2,757-82.8% |
| Participant deferral / active EE | $911 | $3,455-73.6% | $5,631-83.8% | $4,300-78.8% |
| Admin fee / account holder | $5,243 | $7,994-34.4% | $15,885-67.0% | $6,925-24.3% |