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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 | $78,490 | $72,114+8.8% | $108,745-27.8% | $62,881+24.8% |
| Participation rate | 28.6% | 74.6%-46.0pp | 77.7%-49.1pp | 69.3%-40.7pp |
| Annual return | 4.39% | 13.41%-9.0pp | 46.22%-41.8pp | 20.14%-15.8pp |
| Employer contribution / active EE | $774 | $2,694-71.3% | $3,323-76.7% | $2,281-66.1% |
| Participant deferral / active EE | $1,912 | $4,044-52.7% | $5,121-62.7% | $3,203-40.3% |
| Admin fee / account holder | $13,751 | $4,608+198.4% | $6,144+123.8% | $4,296+220.1% |