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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 | $61,755 | $86,949-29.0% | $102,460-39.7% | $80,959-23.7% |
| Participation rate | 51.9% | 72.4%-20.5pp | 76.5%-24.6pp | 67.7%-15.7pp |
| Annual return | 2.36% | 18.89%-16.5pp | 29.47%-27.1pp | 35.67%-33.3pp |
| Employer contribution / active EE | $734 | $2,370-69.0% | $3,025-75.7% | $2,757-73.4% |
| Participant deferral / active EE | $2,319 | $4,121-43.7% | $5,056-54.1% | $4,300-46.1% |
| Admin fee / account holder | $73,250 | $8,048+810.2% | $9,460+674.3% | $6,925+957.7% |