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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 | $61,773 | $76,407-19.2% | $150,298-58.9% | $82,448-25.1% |
| Participation rate | 44.4% | 66.4%-22.0pp | 77.8%-33.3pp | 68.1%-23.6pp |
| Annual return | 9.81% | 39.99%-30.2pp | 62.79%-53.0pp | 41.64%-31.8pp |
| Employer contribution / active EE | $508 | $2,614-80.6% | $4,154-87.8% | $2,551-80.1% |
| Participant deferral / active EE | $2,691 | $3,214-16.3% | $5,453-50.7% | $4,139-35.0% |
| Admin fee / account holder | $15,339 | $6,352+141.5% | $14,116+8.7% | $7,234+112.0% |