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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 | $70,144 | $80,855-13.2% | $153,416-54.3% | $86,983-19.4% |
| Participation rate | 21.7% | 64.1%-42.4pp | 74.3%-52.6pp | 69.5%-47.8pp |
| Annual return | 8.52% | 16.18%-7.7pp | 17.84%-9.3pp | 25.83%-17.3pp |
| Employer contribution / active EE | $957 | $2,308-58.6% | $3,764-74.6% | $2,584-63.0% |
| Participant deferral / active EE | $1,641 | $3,333-50.8% | $4,723-65.3% | $4,194-60.9% |
| Admin fee / account holder | $63,224 | $6,908+815.2% | $13,095+382.8% | $7,856+704.8% |