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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 | $62,009 | $81,358-23.8% | $155,556-60.1% | $80,959-23.4% |
| Participation rate | 28.6% | 66.3%-37.7pp | 78.2%-49.7pp | 67.7%-39.1pp |
| Annual return | 8.75% | 33.39%-24.6pp | 64.84%-56.1pp | 35.67%-26.9pp |
| Employer contribution / active EE | $570 | $3,106-81.7% | $4,675-87.8% | $2,757-79.3% |
| Participant deferral / active EE | $975 | $3,455-71.8% | $5,631-82.7% | $4,300-77.3% |
| Admin fee / account holder | $16,338 | $7,994+104.4% | $15,885+2.9% | $6,925+135.9% |