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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 | $63,788 | $78,428-18.7% | $95,960-33.5% | $79,852-20.1% |
| Participation rate | 57.5% | 73.5%-16.0pp | 77.1%-19.6pp | 69.6%-12.1pp |
| Annual return | 8.87% | 19.37%-10.5pp | 91.63%-82.8pp | 31.72%-22.9pp |
| Employer contribution / active EE | $771 | $1,945-60.3% | $2,541-69.6% | $2,471-68.8% |
| Participant deferral / active EE | $2,010 | $3,440-41.6% | $4,167-51.8% | $3,740-46.3% |
| Admin fee / account holder | $18,876 | $5,622+235.7% | $6,797+177.7% | $5,306+255.7% |