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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 | $70,681 | $80,992-12.7% | $96,534-26.8% | $75,173-6.0% |
| Participation rate | 49.0% | 71.8%-22.8pp | 76.0%-27.0pp | 67.2%-18.2pp |
| Annual return | 11.57% | 27.05%-15.5pp | 25.88%-14.3pp | 160.72%-149.1pp |
| Employer contribution / active EE | $994 | $2,283-56.5% | $2,965-66.5% | $2,671-62.8% |
| Participant deferral / active EE | $1,916 | $3,929-51.2% | $4,851-60.5% | $4,126-53.6% |
| Admin fee / account holder | $21,174 | $6,717+215.2% | $8,253+156.6% | $5,651+274.7% |