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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 | $56,103 | $41,016+36.8% | $152,093-63.1% | $64,097-12.5% |
| Participation rate | 25.2% | 51.3%-26.1pp | 77.8%-52.5pp | 55.2%-30.0pp |
| Annual return | 11.44% | 39.60%-28.2pp | 66.36%-54.9pp | 34.64%-23.2pp |
| Employer contribution / active EE | $773 | $1,342-42.4% | $4,175-81.5% | $1,891-59.1% |
| Participant deferral / active EE | $1,220 | $1,927-36.7% | $5,451-77.6% | $3,080-60.4% |
| Admin fee / account holder | $8,756 | $2,305+279.8% | $14,497-39.6% | $3,454+153.5% |