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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 | $64,628 | $83,898-23.0% | $133,346-51.5% | $94,015-31.3% |
| Participation rate | 57.6% | 63.4%-5.8pp | 72.8%-15.3pp | 70.8%-13.2pp |
| Annual return | 9.88% | 16.00%-6.1pp | 36.85%-27.0pp | 17.84%-8.0pp |
| Employer contribution / active EE | $428 | $1,821-76.5% | $2,853-85.0% | $2,790-84.7% |
| Participant deferral / active EE | $2,009 | $3,245-38.1% | $4,332-53.6% | $4,249-52.7% |
| Admin fee / account holder | $1,415 | $7,809-81.9% | $14,264-90.1% | $8,951-84.2% |