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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 | $56,000 | $77,896-28.1% | $134,172-58.3% | $82,448-32.1% |
| Participation rate | 22.3% | 62.8%-40.4pp | 72.5%-50.1pp | 68.1%-45.7pp |
| Annual return | 12.16% | 18.21%-6.1pp | 25.30%-13.1pp | 41.64%-29.5pp |
| Employer contribution / active EE | $826 | $2,159-61.7% | $3,420-75.8% | $2,551-67.6% |
| Participant deferral / active EE | $1,251 | $3,162-60.4% | $4,690-73.3% | $4,139-69.8% |
| Admin fee / account holder | $17,130 | $6,336+170.4% | $12,016+42.6% | $7,234+136.8% |