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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 | $71,203 | $81,331-12.5% | $155,534-54.2% | $80,935-12.0% |
| Participation rate | 4.0% | 66.3%-62.3pp | 78.2%-74.2pp | 67.7%-63.7pp |
| Annual return | 8.22% | 33.37%-25.1pp | 64.92%-56.7pp | 35.66%-27.4pp |
| Employer contribution / active EE | $1,078 | $3,105-65.3% | $4,675-76.9% | $2,757-60.9% |
| Participant deferral / active EE | $2,429 | $3,454-29.7% | $5,630-56.9% | $4,299-43.5% |
| Admin fee / account holder | $14,125 | $7,999+76.6% | $15,900-11.2% | $6,924+104.0% |