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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 | $56,611 | $87,106-35.0% | $105,607-46.4% | $80,935-30.1% |
| Participation rate | 38.5% | 70.4%-32.0pp | 75.3%-36.8pp | 67.7%-29.2pp |
| Annual return | 7.60% | 17.01%-9.4pp | 116.11%-108.5pp | 35.66%-28.1pp |
| Employer contribution / active EE | $887 | $2,396-63.0% | $3,167-72.0% | $2,757-67.8% |
| Participant deferral / active EE | $1,695 | $3,986-57.5% | $5,011-66.2% | $4,299-60.6% |
| Admin fee / account holder | $2,073 | $8,447-75.5% | $10,958-81.1% | $6,924-70.1% |