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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 | $69,444-19.9% | $92,985-40.2% | $87,485-36.4% |
| Participation rate | 32.6% | 63.3%-30.7pp | 69.5%-36.9pp | 68.9%-36.3pp |
| Annual return | 11.08% | 23.85%-12.8pp | 27.99%-16.9pp | 26.06%-15.0pp |
| Employer contribution / active EE | $692 | $1,917-63.9% | $2,662-74.0% | $2,596-73.3% |
| Participant deferral / active EE | $1,333 | $3,364-60.4% | $4,377-69.5% | $4,274-68.8% |
| Admin fee / account holder | $19,902 | $6,137+224.3% | $9,463+110.3% | $7,775+156.0% |