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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 | $53,996 | $41,377+30.5% | $109,313-50.6% | $62,881-14.1% |
| Participation rate | 25.4% | 57.5%-32.2pp | 71.3%-45.9pp | 69.3%-43.9pp |
| Annual return | 3.73% | 11.05%-7.3pp | 22.07%-18.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $626 | $1,276-50.9% | $3,892-83.9% | $2,281-72.6% |
| Participant deferral / active EE | $892 | $2,045-56.4% | $3,166-71.8% | $3,203-72.2% |
| Admin fee / account holder | $29,668 | $2,884+928.7% | $5,666+423.6% | $4,296+590.6% |