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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 | $78,245 | $93,345-16.2% | $119,126-34.3% | $87,485-10.6% |
| Participation rate | 54.4% | 68.7%-14.3pp | 75.8%-21.3pp | 68.9%-14.5pp |
| Annual return | 3.73% | 19.08%-15.4pp | 282.11%-278.4pp | 26.06%-22.3pp |
| Employer contribution / active EE | $883 | $3,172-72.2% | $4,034-78.1% | $2,596-66.0% |
| Participant deferral / active EE | $2,155 | $4,099-47.4% | $5,318-59.5% | $4,274-49.6% |
| Admin fee / account holder | $3,925 | $8,039-51.2% | $10,693-63.3% | $7,775-49.5% |