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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 | $45,890 | $60,442-24.1% | $96,754-52.6% | $87,485-47.5% |
| Participation rate | 34.2% | 58.7%-24.5pp | 70.3%-36.1pp | 68.9%-34.7pp |
| Annual return | 11.47% | 21.97%-10.5pp | 82.04%-70.6pp | 26.06%-14.6pp |
| Employer contribution / active EE | $870 | $1,691-48.6% | $2,679-67.5% | $2,596-66.5% |
| Participant deferral / active EE | $1,414 | $3,280-56.9% | $4,758-70.3% | $4,274-66.9% |
| Admin fee / account holder | $74,025 | $5,069+1360.3% | $8,905+731.3% | $7,775+852.1% |