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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 | $78,690-21.5% | $161,489-61.7% | $87,485-29.4% |
| Participation rate | 44.4% | 67.5%-23.0pp | 78.7%-34.3pp | 68.9%-24.5pp |
| Annual return | 9.81% | 32.74%-22.9pp | 89.72%-79.9pp | 26.06%-16.2pp |
| Employer contribution / active EE | $508 | $2,588-80.4% | $4,268-88.1% | $2,596-80.5% |
| Participant deferral / active EE | $2,691 | $3,311-18.7% | $5,630-52.2% | $4,274-37.0% |
| Admin fee / account holder | $15,339 | $6,724+128.1% | $16,006-4.2% | $7,775+97.3% |