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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 | $79,894-12.2% | $135,792-48.3% | $82,637-15.1% |
| Participation rate | 21.7% | 63.0%-41.3pp | 72.6%-50.9pp | 68.1%-46.3pp |
| Annual return | 8.52% | 17.20%-8.7pp | 25.96%-17.4pp | 53.51%-45.0pp |
| Employer contribution / active EE | $957 | $2,165-55.8% | $3,496-72.6% | $2,552-62.5% |
| Participant deferral / active EE | $1,641 | $3,194-48.6% | $4,759-65.5% | $4,126-60.2% |
| Admin fee / account holder | $63,224 | $6,434+882.6% | $12,266+415.5% | $7,339+761.5% |