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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 | $55,616 | $58,627-5.1% | $76,735-27.5% | $82,448-32.5% |
| Participation rate | 32.6% | 63.2%-30.6pp | 69.5%-36.9pp | 68.1%-35.5pp |
| Annual return | 11.08% | 39.10%-28.0pp | 29.77%-18.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $692 | $1,729-60.0% | $2,454-71.8% | $2,551-72.9% |
| Participant deferral / active EE | $1,333 | $3,134-57.5% | $4,088-67.4% | $4,139-67.8% |
| Admin fee / account holder | $19,902 | $5,323+273.9% | $7,189+176.8% | $7,234+175.1% |